CLIFFORD SWAN INVESTMENT COUNSEL 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
36
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
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
69
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIFFORD SWAN INVESTMENT COUNSEL LLC.
Plan sponsor
Name
CLIFFORD SWAN INVESTMENT COUNSEL LLC
EIN
95-4749812
Address
177 E. COLORADO BLVD., SUITE 550 · PASADENA, CA · 911051965
Phone
(626) 792-2228
Industry
All Other Professional Services· 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
