How big is Swaim Associates, Ltd.'s plan?

Swaim Associates, Ltd.'s plan reported $6.6M in assets and 20 participants for 2024.

Original filing (PDF)20250808114428NAL0010284194001

Swaim Associates, Ltd.

Name: Swaim Associates, Ltd. — Swaim Associates, Ltd., Form 5500 (2024)
Creator: Swaim Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swaim Associates, Ltd. 401(k) Plan

401(k) retirement plan · Swaim Associates, Ltd.'s Swaim Associates, Ltd. 401(k) Plan held $6.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Kevin Barber signed Swaim Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Kevin Barber — 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

Swaim Associates, Ltd.'s EIN is 86-0695557.

EIN 86-0695557

Plan number 002

Plan year 2024

ACK ID 20250808114428NAL0010284194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swaim Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swaim Associates, Ltd.'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 SWAIM ASSOCIATES, LTD..

Finding similar companies…

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