How big is SW Management LLC's plan?

SW Management LLC's plan reported $361K in assets and 201 participants for 2024.

Original filing (PDF)20250721115404NAL0001431393001

SW Management LLC

Name: SW Management LLC — SW Management LLC 401(k) Profit, Form 5500 (2024)
Creator: SW Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SW Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SW Management LLC's SW Management LLC 401(k) Profit Sharing Plan & Trust held $361K in plan assets for 201 participants in 2024.

Signals · 1

No auditor on file

Active participants

201

Accounts w/ balance

Plan assets (EOY)

$361K

Net assets (EOY)

$361K

People on this filing

Edward Rojas signed SW Management LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

SW Management LLC's EIN is 86-1801400.

EIN 86-1801400

Plan number 001

Plan year 2024

ACK ID 20250721115404NAL0001431393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SW Management LLC'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 SW MANAGEMENT LLC.

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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 (4th percentile).

Helping the score