Swa Group Profit Sharing And Savings Plan
Sponsored by Swa Group · EIN 941483448 · Plan #002
- Total assets
- $89.0M
- Net assets
- $89.0M
- Active participants
- 215
- With balances
- 396
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $15,892 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |