How big is Sweazey Investment LLC's plan?

Sweazey Investment LLC's plan reported $152K in assets and 22 participants for 2024.

Original filing (PDF)20250717140958NAL0000436481001

Sweazey Investment LLC

Name: Sweazey Investment LLC — Anaba Wines 401(k) Plan, Form 5500 (2024)
Creator: Sweazey Investment LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anaba Wines 401(k) Plan

401(k) retirement plan · Sweazey Investment LLC's Anaba Wines 401(k) Plan held $152K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

People on this filing

Marcus Bowie signed Sweazey Investment LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Sweazey Investment LLC's EIN is 72-1609952.

EIN 72-1609952

Plan number 001

Plan year 2024

ACK ID 20250717140958NAL0000436481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sweazey Investment LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sweazey Investment LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWEAZEY INVESTMENT LLC.

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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