Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
SWANSON REAL ESTATE INC
EIN 26-4043974real estateLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
15
101 E VINEYARD AVE., STE# 119, PMB 119 - LIVERMORE, CA 945506169925-321-4596LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 15 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#002
SWANSON REAL ESTATE, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants8
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Retirement#001
SWANSON REAL ESTATE INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SWANSON REAL ESTATE, INC. DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 8 | 2024 | |
| 001 | SWANSON REAL ESTATE INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.4M | 7 | 2025 |
Retirement plans