How big is Cunningham Swaim, LLP's plan?

Cunningham Swaim, LLP's plan reported $6.8M in assets and 23 participants for 2024.

Original filing (PDF)20250826134504NAL0004457187001

Cunningham Swaim, LLP

Name: Cunningham Swaim, LLP — Cunningham Swaim 401(k) Plan, Form 5500 (2024)
Creator: Cunningham Swaim, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cunningham Swaim 401(k) Plan

401(k) retirement plan · Cunningham Swaim, LLP's Cunningham Swaim 401(k) Plan held $6.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Kimberly Olson signed Cunningham Swaim, LLP's 2024 Form 5500 as plan administrator.

Kimberly Olson — 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

Cunningham Swaim, LLP's EIN is 47-2813031.

EIN 47-2813031

Plan number 001

Plan year 2024

ACK ID 20250826134504NAL0004457187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cunningham Swaim, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cunningham Swaim, LLP'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 CUNNINGHAM SWAIM, LLP.

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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