· 2022–2024 · DOL EFAST2

Justin Swift SOLE Proprietorship — Trail and Swift, Form 5500 (2024)

Original filing (PDF)20251014182334NAL0003559793001

Justin Swift SOLE Proprietorship

Form 5500-SF

FILING_RECEIVED

Trail and Swift Financial 401(k) Plan

401(k) retirement plan · Justin Swift SOLE Proprietorship's Trail and Swift Financial 401(k) Plan held $778K in plan assets for 10 participants in 2024.

Active participants

10

Accounts w/ balance

8

Plan assets (EOY)

$778K

Net assets (EOY)

$778K

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

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JUSTIN SWIFT SOLE PROPRIETORSHIP.

Plan sponsor

Name

JUSTIN SWIFT SOLE PROPRIETORSHIP

EIN

87-3107454all filings

Address

408 S. JEFFERSON STREET, SUITE 1001 · MOSCOW, ID · 83843

Phone

(208) 892-5724

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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