How big is Growth Marketing, LLC, DBA Swivel's plan?

Growth Marketing, LLC, DBA Swivel's plan reported $135K in assets and 5 participants for 2024.

Original filing (PDF)20250718150212NAL0002016977001

Growth Marketing, LLC, DBA Swivel

Name: Growth Marketing, LLC, DBA Swivel — Swivel Team, Form 5500 (2024)
Creator: Growth Marketing, LLC, DBA Swivel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swivel Team 401(k) Plan

401(k) retirement plan · Growth Marketing, LLC, DBA Swivel's Swivel Team 401(k) Plan held $135K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Marcus Bowie signed Growth Marketing, LLC, DBA Swivel's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Growth Marketing, LLC, DBA Swivel's EIN is 83-1414844.

EIN 83-1414844

Plan number 001

Plan year 2024

ACK ID 20250718150212NAL0002016977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Growth Marketing, LLC, DBA Swivel from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Growth Marketing, LLC, DBA Swivel's plan includes 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 GROWTH MARKETING, LLC, DBA SWIVEL.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

GROWTH MARKETING, LLC, DBA SWIVEL

EIN

all filings

Address

8952 CYPRESSPOINT LANE · CINCINNATI, OH · 45249

Phone

(513) 604-9741

Industry

Professional & Technical Services

Plan administrator