How big is Swatt + Partners' plan?

Swatt + Partners' plan reported $707K in assets and 10 participants for 2024.

Original filing (PDF)20250530114242NAL0008632289001

Swatt + Partners

Name: Swatt + Partners — Swatt + Partners 401(k) P/S Plan, Form 5500 (2024)
Creator: Swatt + Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swatt + Partners 401(k) P/S Plan

401(k) retirement plan · Swatt + Partners' Swatt + Partners 401(k) P/S Plan held $707K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$707K

People on this filing

MIYA Muraki signed Swatt + Partners' 2024 Form 5500 as plan administrator.

MIYA Muraki — 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

Swatt + Partners' EIN is 99-0397340.

EIN 99-0397340

Plan number 001

Plan year 2024

ACK ID 20250530114242NAL0008632289001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Swatt + Partners' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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