AUMdb

Swyfft Holdings Llc 401(k) Plan

Sponsored by Swyfft Holdings Llc · EIN 843889715 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
195
With balances
205

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Fiduciary Advisors Investment advisory (plan), Direct payment from the plan $21,102
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $3,005