How big is CORT-Swedlin Living Trust's plan?

CORT-Swedlin Living Trust's plan reported $634K in assets and 2 participants for 2024.

Original filing (PDF)20250929153604NAL0011491889001

CORT-Swedlin Living Trust

Name: CORT-Swedlin Living Trust — CORT-Swedlin 401(k) Plan, Form 5500 (2024)
Creator: CORT-Swedlin Living Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CORT-Swedlin 401(k) Plan

401(k) retirement plan · CORT-Swedlin Living Trust's CORT-Swedlin 401(k) Plan held $634K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

Plan identifiers

CORT-Swedlin Living Trust's EIN is 81-6342566.

EIN 81-6342566

Plan number 001

Plan year 2024

ACK ID 20250929153604NAL0011491889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CORT-Swedlin Living Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CORT-Swedlin Living Trust's 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 CORT-SWEDLIN LIVING TRUST.

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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