How big is Swaback PLLC's plan?

Swaback PLLC's plan reported $7.8M in assets and 32 participants for 2024.

Original filing (PDF)20250530131400NAL0008708849001

Swaback PLLC

Name: Swaback PLLC — Swaback PLLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Swaback PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swaback PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Swaback PLLC's Swaback PLLC 401(k) Profit Sharing Plan & Trust held $7.8M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

JON Berhard signed Swaback PLLC's 2024 Form 5500 as plan administrator.

JON Berhard — 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

Swaback PLLC's EIN is 86-0948257.

EIN 86-0948257

Plan number 001

Plan year 2024

ACK ID 20250530131400NAL0008708849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swaback PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swaback PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWABACK PLLC.

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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