Original filing (PDF)20251009092601NAL0011149040001

SWF, LLC

Name: SWF, LLC — SWF, LLC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: SWF, LLC

Form 5500-SF

FILING_RECEIVED

SWF, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

193

Accounts w/ balance

376

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWF, LLC.

Plan sponsor

Name

SWF, LLC

EIN

90-0867884

Address

10340 N 84TH STREET · OMAHA, NE · 681222216

Phone

(402) 778-6227

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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