How big is SWF Hospitality's plan?

SWF Hospitality's plan reported $2.0M in assets and 122 participants for 2025.

Original filing (PDF)20260514144409NAL0010778432001

SWF Hospitality

Name: SWF Hospitality — SWF Hospitality 401(k) Plan, Form 5500 (2025)
Creator: SWF Hospitality
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWF Hospitality 401(k) Plan

401(k) retirement plan · SWF Hospitality's SWF Hospitality 401(k) Plan held $2.0M in plan assets for 122 participants in 2025.

Signals · 1

No auditor on file

Active participants

122

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Halee Bastio signed SWF Hospitality's 2025 Form 5500 as plan administrator.

Halee Bastio — 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

SWF Hospitality's EIN is 84-3100424.

EIN 84-3100424

Plan number 001

Plan year 2025

ACK ID 20260514144409NAL0010778432001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SWF Hospitality from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SWF Hospitality'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 SWF HOSPITALITY.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score