How big is Swift & Rhoades, L.L.P.'s plan?

Swift & Rhoades, L.L.P.'s plan reported $7.2M in assets and 6 participants for 2024.

Original filing (PDF)20250819094123NAL0001068851001

Swift & Rhoades, L.L.P.

Name: Swift & Rhoades, L.L.P. — Swift & Rhoades, L.L.P., Form 5500 (2024)
Creator: Swift & Rhoades, L.L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swift & Rhoades, L.L.P. 401(k) Profit Sharing Plan

401(k) retirement plan · Swift & Rhoades, L.L.P.'s Swift & Rhoades, L.L.P. 401(k) Profit Sharing Plan held $7.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Swift & Rhoades, L.L.P.'s EIN is 72-1508259.

EIN 72-1508259

Plan number 001

Plan year 2024

ACK ID 20250819094123NAL0001068851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swift & Rhoades, L.L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swift & Rhoades, L.L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SWIFT & RHOADES, L.L.P..

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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