Swca, Inc Employee Stock Ownership Plan And Trust
Sponsored by Swca, Incorporated · EIN 860483317 · Plan #002
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 1,317
- With balances
- 1,581
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment management, Securities brokerage, Securities brokerage commissions | $35,572 |