How big is Swenson HE, LLC's plan?

Swenson HE, LLC's plan reported $452K in assets and 5 participants for 2024.

Original filing (PDF)20250729173546NAL0004377088001

Swenson HE, LLC

Name: Swenson HE, LLC — Swenson HE, LLC 401(k) Plan, Form 5500 (2024)
Creator: Swenson HE, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swenson HE, LLC 401(k) Plan

401(k) retirement plan · Swenson HE, LLC's Swenson HE, LLC 401(k) Plan held $452K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

People on this filing

Barry Mione signed Swenson HE, LLC's 2024 Form 5500 as plan administrator.

Barry Mione — 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

Swenson HE, LLC's EIN is 46-5305877.

EIN 46-5305877

Plan number 001

Plan year 2024

ACK ID 20250729173546NAL0004377088001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swenson HE, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swenson HE, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 HE, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SWENSON HE, LLC

EIN

all filings

Address

407 N MAPLE DR STE GRD1 · BEVERLY HILLS, CA · 90210

Phone

(617) 755-6988

Industry

Professional & Technical Services

Plan administrator