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SWANSON FINANCIAL SERVICES, INC.

EIN 39-2013239-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
3
3201 FARM ROAD - ASHLAND, WI 54806715-292-1384
Plans on this EIN
1 filing
#001401k-$2.7M - 3 part

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Retirement#001

SWANSON FINANCIAL SERVICES, INC. 401(K) PLAN

401k

Assets$2.7M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWANSON FINANCIAL SERVICES, INC. 401(K) PLAN401k$2.7M32025
Retirement plans
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