How big is SWAN Insurance Sales, LLC's plan?

SWAN Insurance Sales, LLC's plan reported $134K in assets and 6 participants for 2024.

Original filing (PDF)20250718150154NAL0002975488001

SWAN Insurance Sales, LLC

Name: SWAN Insurance Sales, LLC — SWAN Insurance 401(k), Form 5500 (2024)
Creator: SWAN Insurance Sales, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWAN Insurance 401(k) Plan

401(k) retirement plan · SWAN Insurance Sales, LLC's SWAN Insurance 401(k) Plan held $134K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

People on this filing

Marcus Bowie signed SWAN Insurance Sales, LLC'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

SWAN Insurance Sales, LLC's EIN is 83-1584016.

EIN 83-1584016

Plan number 001

Plan year 2024

ACK ID 20250718150154NAL0002975488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SWAN Insurance Sales, LLC'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 SWAN INSURANCE SALES, LLC.

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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