How big is Swizzle III, Inc.'s plan?

Swizzle III, Inc.'s plan reported $326K in assets and 7 participants for 2024.

Original filing (PDF)20250701142222NAL0029764610004

Swizzle III, Inc.

Name: Swizzle III, Inc. — Swizzle III, Inc. Retirement, Form 5500 (2024)
Creator: Swizzle III, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swizzle III, Inc. Retirement Plan

401(k) retirement plan · Swizzle III, Inc.'s Swizzle III, Inc. Retirement Plan held $326K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$326K

Net assets (EOY)

$326K

Plan identifiers

Swizzle III, Inc.'s EIN is 86-0844054.

EIN 86-0844054

Plan number 001

Plan year 2024

ACK ID 20250701142222NAL0029764610004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swizzle III, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swizzle III, Inc.'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 SWIZZLE III, INC..

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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