Swanson Russell 401(k) Retirement Plan
Sponsored by Swanson Russell · EIN 470467331 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 134
- With balances
- 189
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D.A. Davidson & Co. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $27,908 |
| John Hancock | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,189 |