How big is Swanson Bernard LLC's plan?

Swanson Bernard LLC's plan reported $7.4M in assets and 33 participants for 2024.

Original filing (PDF)20250923152353NAL0007038080001

Swanson Bernard LLC

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

Form 5500-SF

FILING_RECEIVED

Swanson Bernard LLC Profit Sharing Plan and Trust

401(k) retirement plan · Swanson Bernard LLC's Swanson Bernard LLC Profit Sharing Plan and Trust held $7.4M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan identifiers

Swanson Bernard LLC's EIN is 44-0590218.

EIN 44-0590218

Plan number 001

Plan year 2024

ACK ID 20250923152353NAL0007038080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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