Swc Group, Lp Retirement Savings Plan
Sponsored by Swc Group, Lp · EIN 800946676 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 114
- With balances
- 87
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 |
|---|---|---|
| Shade Tree Partners Llc CRD 150865 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Definiti Llc | Contract administrator | $4,193 |
| Shade Tree Partners Llc | Consulting (general), Investment advisory (plan), Other fees | $0 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |