PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SWARTLEY BROS. ENGINEERS, INC.
Sponsor portfolio

SWARTLEY BROS. ENGINEERS, INC.

EIN 23-1296376-utilities-Latest filing 2024
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$264K premiums
Participants
528
10 SCHOOLHOUSE RD, SUITE 1 - SOUDERTON, PA 189642608215-369-7400swartley.comLinkedIn201-500 employeesutilities
Plans on this EIN
2 filings
#001401k-$19.2M - 284 part#501Mixed-$264K - 244 lives

Benefits portfolio analytics

1 plan / $264K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$264K
  • Life$264K
  • Short-term disability$264K
  • Long-term disability$264K
  • Other$264K
Total $264K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $264K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ENROLLEASE100%
Total $5K1 slice

Plan deep-dives

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

SWARTLEY BROS. ENGINEERS, INC. EMPLOYEE PROFIT SHARING PLAN

401k

Assets$19.2M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWARTLEY BROTHERS ENGINEERS INC FLEXIBLE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$264K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWARTLEY BROS. ENGINEERS, INC. EMPLOYEE PROFIT SHARING PLAN401k$19.2M2842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWARTLEY BROTHERS ENGINEERS INC FLEXIBLE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$264K2442024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica