Original filing (PDF)20250924074923NAL0007825728001

KESSLER WEALTH ADVISORS, LLC DBA SWS PARTNERS

Name: KESSLER WEALTH ADVISORS, LLC DBA SWS PARTNERS — SWS PARTNERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KESSLER WEALTH ADVISORS, LLC DBA SWS PARTNERS

Form 5500-SF

FILING_RECEIVED

SWS PARTNERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$228K

Net assets (EOY)

$228K

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 KESSLER WEALTH ADVISORS, LLC DBA SWS PARTNERS.

Plan sponsor

Name

KESSLER WEALTH ADVISORS, LLC DBA SWS PARTNERS

EIN

47-5281421

Address

230 WEST STREET · SUITE 500 · COLUMBUS, OH · 43215

Phone

(614) 670-5733

Industry

Finance & Insurancesee all

Plan administrator