Original filing (PDF)20250711121612NAL0007338753001

SWINGLE COLLINS & ASSOCIATES

Name: SWINGLE COLLINS & ASSOCIATES — SWINGLE COLLINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SWINGLE COLLINS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SWINGLE COLLINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

137

Accounts w/ balance

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

Plan health score

/ 100

Grade C

Average plan with room to improve

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 SWINGLE COLLINS & ASSOCIATES.

Plan sponsor

Name

SWINGLE COLLINS & ASSOCIATES

EIN

75-1983588