How big is Swigert Prindle Trust's plan?

Swigert Prindle Trust's plan reported $25K in assets and 1 participants for 2025.

Original filing (PDF)20260424083035NAL0009076656001

Swigert Prindle Trust

Name: Swigert Prindle Trust — Swigert Prindle Trust 401(k), Form 5500 (2025)
Creator: Swigert Prindle Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swigert Prindle Trust 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Swigert Prindle Trust's Swigert Prindle Trust 401(k) Profit Sharing Plan & Trust held $25K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan identifiers

Swigert Prindle Trust's EIN is 93-6191697.

EIN 93-6191697

Plan number 001

Plan year 2025

ACK ID 20260424083035NAL0009076656001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Swigert Prindle Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Swigert Prindle Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SWIGERT PRINDLE TRUST

EIN

all filings

Address

2365 SW MADISON ST · PORTLAND, OR · 972051027

Phone

(503) 669-6786

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator