THE SWANSON GROUP LLC 401K & PROFIT SHARING PLAN TRUST
401(k) retirement plan
Active participants
31
Accounts w/ balance
34
Plan assets (EOY)
$996K
Net assets (EOY)
$996K
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
73
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SWANSON GROUP LLC.
Plan sponsor
Name
THE SWANSON GROUP LLC
EIN
46-1374001
Address
838 MAIN ST · SUITE 1000 · WESTBROOK, ME · 04092
Phone
(207) 370-3490
Industry
CPA Offices· Professional & Technical Servicessee all
