Sponsor portfolio
SWAN FINANCIAL
EIN 03-0529199financial servicesLatest filing 2025
Plans
2
Retirement
1
$63K assets
Welfare
1
Participants
21
320 WHITTINGTON PARKWAY - LOUISVILLE, KY 402224928502-753-1360LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWAN FINANCIAL RETIREMENT TRUST
401k
Assets$63K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SWAN FINANCIAL HOME CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWAN FINANCIAL RETIREMENT TRUST | 401k | $63K | 21 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWAN FINANCIAL HOME CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans