Swiftly 401(k) Plan.
Sponsored by Swiftly, Inc · EIN 465294828 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 76
- With balances
- 109
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 |
|---|---|---|
| Pensionmark Financial Group, Llc | Recordkeeping, Trustee (institutional), Other services | $12,745 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $894 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |