How big is Pauley Erickson & Swanson's plan?

Pauley Erickson & Swanson's plan reported $8.6M in assets and 7 participants for 2025.

Original filing (PDF)20260303071412NAL0001894161001

Pauley Erickson & Swanson

Name: Pauley Erickson & Swanson — IP Law 401(k) Profit, Form 5500 (2025)
Creator: Pauley Erickson & Swanson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IP Law 401(k) Profit Sharing Plan

401(k) retirement plan · Pauley Erickson & Swanson's IP Law 401(k) Profit Sharing Plan held $8.6M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

Pauley Erickson & Swanson's EIN is 36-3313877.

EIN 36-3313877

Plan number 001

Plan year 2025

ACK ID 20260303071412NAL0001894161001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pauley Erickson & Swanson from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pauley Erickson & Swanson's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAULEY ERICKSON & SWANSON.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score