How big is Schwan Financial Group, LLC's plan?

Schwan Financial Group, LLC's plan reported $2.1M in assets and 41 participants for 2024.

Original filing (PDF)20250722170220NAL0002671585001

Schwan Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Schwan Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Schwan Financial Group, LLC's Schwan Financial Group, LLC 401(k) Profit Sharing Plan held $2.1M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

JON Kaufman signed Schwan Financial Group, LLC's 2024 Form 5500 as plan administrator.

JON Kaufman — 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

Schwan Financial Group, LLC's EIN is 43-2009472.

EIN 43-2009472

Plan number 001

Plan year 2024

ACK ID 20250722170220NAL0002671585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schwan Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHWAN FINANCIAL 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