Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SWERLING MILTON WINNICK PUBLIC INSURANCE ADJUSTERS, INC.
EIN 04-2768641insuranceLatest filing 2025
Plans
2
Retirement
2
$14.7M assets
Welfare
0
Participants
34
34 WASHINGTON STREET, SUITE 310 - WELLESLEY HILLS, MA 024811917781-416-1000swerling.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.7M assets / 34 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWERLING MILTON WINNICK 401(K) RETIREMENT PLAN
401k
Assets$10.9M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SWERLING MILTON WINNICK PUBLIC INSURANCE ADJUSTERS INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWERLING MILTON WINNICK 401(K) RETIREMENT PLAN | 401k | $10.9M | 20 | 2025 | |
| 002 | SWERLING MILTON WINNICK PUBLIC INSURANCE ADJUSTERS INC. DEFINED BENEFIT PLAN | TraditionalDB | $3.8M | 14 | 2024 |
Retirement plans