Original filing (PDF)20250605151037NAL0020530288001

The Swanson Group, LLC

Name: The Swanson Group, LLC — The Swanson Group, LLC Cash, Form 5500 (2024)
Creator: The Swanson Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Swanson Group, LLC Cash Balance Pension Plan & Trust

Defined-benefit pension plan · The Swanson Group, LLC's The Swanson Group, LLC Cash Balance Pension Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Richard Swanson signed The Swanson Group, LLC's 2024 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 003

Plan year 2024

ACK ID 20250605151037NAL0020530288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Swanson Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Swanson Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score