How big is Swenson & Associates' plan?

Swenson & Associates' plan reported $425K in assets and 6 participants for 2025.

Original filing (PDF)20260512164653NAL0013914210001

Swenson & Associates

Name: Swenson & Associates — Swenson & Associates 401(k), Form 5500 (2025)
Creator: Swenson & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swenson & Associates 401(k) Plan

401(k) retirement plan · Swenson & Associates' Swenson & Associates 401(k) Plan held $425K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

People on this filing

Thomas POND signed Swenson & Associates' 2025 Form 5500 as plan administrator.

Thomas POND — 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

Swenson & Associates' EIN is 77-0108948.

EIN 77-0108948

Plan number 001

Plan year 2025

ACK ID 20260512164653NAL0013914210001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Swenson & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Swenson & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off