Original filing (PDF)20251001105114NAL0014134192001

SWINDOLL, JANZEN, HAWK, & LOYD, LLC

Name: SWINDOLL, JANZEN, HAWK, & LOYD, LLC — SWINDOLL, JANZEN, HAWK & LOYD, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SWINDOLL, JANZEN, HAWK, & LOYD, LLC

Form 5500-SF

FILING_RECEIVED

SWINDOLL, JANZEN, HAWK & LOYD, LLC 401(K) PLAN

401(k) retirement plan

Active participants

102

Accounts w/ balance

101

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWINDOLL, JANZEN, HAWK, & LOYD, LLC.

Plan sponsor

Name

SWINDOLL, JANZEN, HAWK, & LOYD, LLC

EIN

48-1041128