Swanson Industries, Inc. Profit Sharing 401(k) Plan
Sponsored by Swanson Industries, Inc. · EIN 550770512 · Plan #002
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 239
- With balances
- 393
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 |
|---|---|---|
| United Bank | Investment advisory (plan) | $42,739 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $27,437 |