Original filing (PDF)20250430134350NAL0001316787001

SBW & ASSOCIATES, PC

Name: SBW & ASSOCIATES, PC — SBW & ASSOCIATES, PC 401(K) PLAN, Form 5500 (2024)
Creator: SBW & ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

SBW & ASSOCIATES, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SBW & ASSOCIATES, PC

EIN

45-3540192all filings

Address

PO BOX 858 · POWELL, WY · 82435

Phone

(307) 527-6161

Industry