How big is Core SWX, LLC's plan?

Core SWX, LLC's plan reported $59K in assets and 17 participants for 2024.

Original filing (PDF)20251009155128NAL0007242801001

Core SWX, LLC

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

Form 5500-SF

FILING_RECEIVED

Core SWX, LLC 401(k) Plan

401(k) retirement plan · Core SWX, LLC's Core SWX, LLC 401(k) Plan held $59K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Richard Tatum signed Core SWX, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Core SWX, LLC's EIN is 81-3679522.

EIN 81-3679522

Plan number 001

Plan year 2024

ACK ID 20251009155128NAL0007242801001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Core SWX, 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 CORE SWX, LLC.

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Plan health score

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score