How big is Swell LLC's plan?

Swell LLC's plan reported $956K in assets and 4 participants for 2025.

Original filing (PDF)20260427105518NAL0004802291001

Swell LLC

Name: Swell LLC — Swell LLC 401(k) Savings Plan, Form 5500 (2025)
Creator: Swell LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swell LLC 401(k) Savings Plan

401(k) retirement plan · Swell LLC's Swell LLC 401(k) Savings Plan held $956K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$956K

Net assets (EOY)

$956K

People on this filing

Gregory O'LOUghlin signed Swell LLC's 2025 Form 5500 as plan administrator.

Gregory O'LOUghlin — 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

Swell LLC's EIN is 45-3012609.

EIN 45-3012609

Plan number 001

Plan year 2025

ACK ID 20260427105518NAL0004802291001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Swell LLC's plan includes a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

SWELL LLC

EIN

all filings

Address

100 S JUNIPER ST FL 3 · PHILADELPHIA, PA · 191071316

Phone

(267) 954-1315

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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