How big is Swenson Advisory Group's plan?

Swenson Advisory Group's plan reported $253K in assets and 8 participants for 2023.

Original filing (PDF)20241205083041NAL0010001634001

Swenson Advisory Group

Name: Swenson Advisory Group — Swenson Wealth Management, Form 5500 (2023)
Creator: Swenson Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swenson Wealth Management 401(k) Plan

401(k) retirement plan · Swenson Advisory Group's Swenson Wealth Management 401(k) Plan held $253K in plan assets for 8 participants in 2023.

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

Plan identifiers

Swenson Advisory Group's EIN is 46-0459446.

EIN 46-0459446

Plan number 001

Plan year 2023

ACK ID 20241205083041NAL0010001634001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Swenson Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Swenson Advisory Group'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 SWENSON ADVISORY GROUP.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off