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SWENSON ADVISORS LLP

EIN 33-0810710-accounting-Latest filing 2025
Plans
1
Retirement
1
$358K assets
Welfare
0
Participants
12
25220 HANCOCK AVE., SUITE 240 - MURRIETA, CA 92562951-445-4700swensonadvisors.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filing
#001401k-$358K - 12 part

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Retirement#001

SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN

401k

Assets$358K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN401k$358K122025
Retirement plans
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