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Sponsor portfolio

SWIMJIM INC

EIN 13-4027597-education management-Latest filing 2024
Plans
2
Retirement
2
$785K assets
Welfare
0
Participants
234
3 W 102ND ST, APT 2B - NEW YORK, NY 10025718-414-5162swimjim.comLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001401k-$392K - 117 part#002401k-$392K - 117 part

Retirement portfolio analytics

2 plans aggregated / $785K assets / 234 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • JIM 401K PLAN (#001)50%
  • JIM 401K PLAN (#002)50%
Total $785KClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ADP BROKER-DEALER100%
Total $785KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JIM 401K PLAN (#001)117
  • JIM 401K PLAN (#002)117
Total 234Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SWIM JIM 401K PLAN

401k

Assets$392K
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SWIM JIM 401K PLAN

401k

Assets$392K
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SWIM JIM 401K PLAN401k$392K1172024
002SWIM JIM 401K PLAN401k$392K1172024
Retirement plans
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