How big is Swanson Insurance Group LLC's plan?

Swanson Insurance Group LLC's plan reported $1.1M in assets and 12 participants for 2024.

Original filing (PDF)20250703073542NAL0000772002001

Swanson Insurance Group LLC

Name: Swanson Insurance Group LLC — TPC Qualified Plans, Form 5500 (2024)
Creator: Swanson Insurance Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TPC Qualified Plans LLC Retirement Savings Plan

401(k) retirement plan · Swanson Insurance Group LLC's TPC Qualified Plans LLC Retirement Savings Plan held $1.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Melissa Versnik signed Swanson Insurance Group LLC's 2024 Form 5500 as plan administrator.

Melissa Versnik — 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

Swanson Insurance Group LLC's EIN is 83-1947875.

EIN 83-1947875

Plan number 020

Plan year 2024

ACK ID 20250703073542NAL0000772002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Swanson Insurance Group 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 SWANSON INSURANCE GROUP 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