AUMdb

Swift 401(k) Savings Plan

Sponsored by Swift Society For Worldwide Interbank Financial Telecommunication, I · EIN 541106980 · Plan #002

Total assets
$291M
Net assets
$291M
Active participants
724
With balances
1,026

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $99,004
Empower Annuity Insurance Company O Recordkeeping fees $51,881