· 2022–2024 · DOL EFAST2

SWERDLOW FLORENCE SANCHEZ SWERDLOW & WIMMER, A LAW CORPORATION — SWERDLOW FLORENCE SANCHEZ SWERDLOW & WIMMER, A LAW CORPORATION 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250409111807NAL0012149667001

SWERDLOW FLORENCE SANCHEZ SWERDLOW & WIMMER, A LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

SWERDLOW FLORENCE SANCHEZ SWERDLOW & WIMMER, A LAW CORPORATION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

13

Accounts w/ balance

18

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

Plan health score (directional)

89

/ 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

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWERDLOW FLORENCE SANCHEZ SWERDLOW & WIMMER, A LAW CORPORATION.

Plan sponsor

Name

SWERDLOW FLORENCE SANCHEZ SWERDLOW & WIMMER, A LAW CORPORATION

EIN

95-3927693

Address

10877 WILSHIRE BOULEVARD · SUITE 1650 · LOS ANGELES, CA · 90024

Phone

(310) 288-3980

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-04-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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