How big is SWB, Inc.'s plan?

SWB, Inc.'s plan reported $731K in assets and 2 participants for 2024.

Original filing (PDF)20250909092034NAL0033832112001

SWB, Inc.

Name: SWB, Inc. — SWB, Inc. 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: SWB, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWB, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SWB, Inc.'s SWB, Inc. 401(k) Profit Sharing Plan & Trust held $731K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

People on this filing

SARA Niente signed SWB, Inc.'s 2024 Form 5500 as plan administrator.

SARA Niente — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SWB, Inc.'s EIN is 36-3610075.

EIN 36-3610075

Plan number 001

Plan year 2024

ACK ID 20250909092034NAL0033832112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SWB, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SWB, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 SWB, INC..

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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