How big is SWA Architects' plan?

SWA Architects' plan reported $5.4M in assets and 30 participants for 2024.

Original filing (PDF)20250715141134NAL0001676339001

SWA Architects

Name: SWA Architects — SWA Architects 401(k) Plan, Form 5500 (2024)
Creator: SWA Architects
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWA Architects 401(k) Plan

401(k) retirement plan · SWA Architects' SWA Architects 401(k) Plan held $5.4M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Stephen WEN signed SWA Architects' 2024 Form 5500 as plan administrator.

Stephen WEN — 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

SWA Architects' EIN is 95-4076568.

EIN 95-4076568

Plan number 002

Plan year 2024

ACK ID 20250715141134NAL0001676339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SWA Architects from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SWA Architects' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWA ARCHITECTS.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SWA ARCHITECTS

EIN

all filings

Address

48 E. HOLLY STREET · PASADENA, CA · 91103

Phone

(626) 793-9805

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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