Sponsor portfolio
SWITZER GROUP, LLC
EIN 11-3674131financial servicesLatest filing 2025
Plans
2
Retirement
1
$4K assets
Welfare
1
Participants
3
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
SWITZER FINANCIAL LLC RETIREMENT TRUST
401k
Assets$4K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWITZER GROUP, LLC CBIN BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWITZER FINANCIAL LLC RETIREMENT TRUST | 401k | $4K | 1 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWITZER GROUP, LLC CBIN BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans