Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SWB HOLDINGS, INC.
EIN 45-4193794Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
97
2642 SOUTHWEST 4TH STREET - REDMOND, OR 97756541-548-7341
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 97 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#001
SUNWEST ONE INC 401(K) PLAN
401k
Assets$4.7M
Participants50
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SWB HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.4M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNWEST ONE INC 401(K) PLAN | 401k | $4.7M | 50 | 2025 | |
| 002 | SWB HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.4M | 47 | 2025 |
Retirement plans