How big is The Swanson Group, LLC's plan?

The Swanson Group, LLC's plan reported $3.7M in assets and 10 participants for 2025.

Original filing (PDF)20260513142148NAL0007682449001

The Swanson Group, LLC

Name: The Swanson Group, LLC — The Swanson Group Profit, Form 5500 (2025)
Creator: The Swanson Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Swanson Group Profit Sharing Plan & Trust

401(k) retirement plan · The Swanson Group, LLC's The Swanson Group Profit Sharing Plan & Trust held $3.7M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Richard Swanson signed The Swanson Group, LLC's 2025 Form 5500 as plan administrator.

Richard Swanson — 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

The Swanson Group, LLC's EIN is 36-4254882.

EIN 36-4254882

Plan number 001

Plan year 2025

ACK ID 20260513142148NAL0007682449001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Swanson Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Swanson Group, LLC'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 THE SWANSON GROUP, LLC.

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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