AUMdb

S.W. Management Llc Profit Sharing Plan

Sponsored by S.W. Management Llc · EIN 133919718 · Plan #001

Total assets
$19.5M
Net assets
$19.5M
Active participants
125
With balances
157

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Standard Pension Services Llc Other services $0