Original filing (PDF)20230106220016NAL0007487889006

DYLAN SWIRKOWSKI DBA PURELY IT LLC

Name: DYLAN SWIRKOWSKI DBA PURELY IT LLC — DYLAN SWIRKOWSKI DBA PURELY IT 401(K) PLAN, Form 5500 (2022)
Creator: DYLAN SWIRKOWSKI DBA PURELY IT LLC

Form 5500-SF

FILING_RECEIVED

DYLAN SWIRKOWSKI DBA PURELY IT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYLAN SWIRKOWSKI DBA PURELY IT LLC.

Plan sponsor

Name

DYLAN SWIRKOWSKI DBA PURELY IT LLC

EIN

85-3377229

Address

1433 NORTH WATER STREET · SUITE 400 · MILWAUKEE, WI · 53202

Phone

(262) 221-6101

Industry

Information / Tech / Mediasee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

AUSTIN, TX

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-10-25

Filed

2023-01-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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