AUMdb

Swd, Inc. Defined Contribution Plan

Sponsored by Swd, Inc. · EIN 363003387 · Plan #002

Total assets
$14.8M
Net assets
$14.8M
Active participants
192
With balances
250

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
First American Bank Recordkeeping, Custodial (other), Custodial (securities) $4,040