Original filing (PDF)20250917075737NAL0000236433001

SWICKLE & ASSOCIATES, PLLC

Name: SWICKLE & ASSOCIATES, PLLC — SWICKLE & ASSOCIATES, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: SWICKLE & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

SWICKLE & ASSOCIATES, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

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.

Decision-maker contacts

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

Plan sponsor

Name

SWICKLE & ASSOCIATES, PLLC

EIN

46-2397015all filings

Address

1 W LAS OLAS BLVD STE 600 · FT LAUDERDALE, FL · 33301

Phone

(954) 524-1192

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HUPP, MARGOLIS & LEAK, LLC

HUPP MARGOLIS & LEAK LLC CASH BALANCE PLAN

$308K · 8 participants

ECCLESTON LAW OFFICES, P.C.

ECCLESTON LAW CASH BALANCE PENSION PLAN

$308K · 3 participants

KURTZ, ANDERSON & ASSOCIATES

KURTZ, ANDERSON & ASSOCIATES 401-K PROFIT SHARING PLAN

$308K · 9 participants

BENHAM & ANAISE, LLC

BENHAM & ANAISE, LLC 401(K) PROFIT SHARING PLAN

$308K · 5 participants

FL PATEL LAW, PLLC

FL PATEL LAW 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.