Original filing (PDF)20240509220239NAL0031106481008

SWANSON FINANCIAL SERVICES, INC

Name: SWANSON FINANCIAL SERVICES, INC — SWANSON FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2023)
Creator: SWANSON FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

SWANSON FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWANSON FINANCIAL SERVICES, INC.

Plan sponsor

Name

SWANSON FINANCIAL SERVICES, INC

EIN

93-1267778

Address

4309 OAKRIDGE RD · LAKE OSWEGO, OR · 97035

Phone

(503) 603-9900

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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