How big is SWP Financial LLC's plan?

SWP Financial LLC's plan reported $2.0M in assets and 5 participants for 2025.

Original filing (PDF)20260428220252NAL0005601171060

SWP Financial LLC

Name: SWP Financial LLC — SWP Financial 401(k) Plan, Form 5500 (2025)
Creator: SWP Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWP Financial 401(k) Plan

401(k) retirement plan · SWP Financial LLC's SWP Financial 401(k) Plan held $2.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Elantha Barry signed SWP Financial LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

SWP Financial LLC's EIN is 93-4622399.

EIN 93-4622399

Plan number 001

Plan year 2025

ACK ID 20260428220252NAL0005601171060

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SWP Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SWP Financial LLC'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 SWP FINANCIAL LLC.

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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