How big is Switzer Wealth Partners' plan?

Switzer Wealth Partners' plan reported $918K in assets and 3 participants for 2024.

Original filing (PDF)20251009125216NAL0010980096001

Switzer Wealth Partners

Name: Switzer Wealth Partners — SWP 401(k) Plan, Form 5500 (2024)
Creator: Switzer Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWP 401(k) Plan

401(k) retirement plan · Switzer Wealth Partners' SWP 401(k) Plan held $918K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

People on this filing

KIM Patton signed Switzer Wealth Partners' 2024 Form 5500 as plan administrator.

KIM Patton — 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

Switzer Wealth Partners' EIN is 47-1215585.

EIN 47-1215585

Plan number 002

Plan year 2024

ACK ID 20251009125216NAL0010980096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Switzer Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Switzer Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWITZER WEALTH PARTNERS.

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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