Original filing (PDF)20250630091321NAL0006195587004

WALTERS & BRADLEY SWEDES REAL ESTATE LLC

Name: WALTERS & BRADLEY SWEDES REAL ESTATE LLC — SWEDES REAL ESTATE 401(K) PLAN, Form 5500 (2024)
Creator: WALTERS & BRADLEY SWEDES REAL ESTATE LLC

Form 5500-SF

FILING_RECEIVED

SWEDES REAL ESTATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTERS & BRADLEY SWEDES REAL ESTATE LLC.

Plan sponsor

Name

WALTERS & BRADLEY SWEDES REAL ESTATE LLC

DBA

SWEDES REAL ESTATE

EIN

81-4373985

Address

PO BOX 1148 · PORT NECHES, TX · 77651

Phone

(409) 724-6644

Industry