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Sponsor portfolio

SWANKY BADGER, INC.

EIN 47-3605005-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
29
3627 BAYONNE DRIVE - SAN DIEGO, CA 92109858-999-6465
Plans on this EIN
2 filings
#002401k-$645K - 17 part#001CashBalance-$437K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#002)60%
  • CASH BALANCE PENSION (#001)40%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)17
  • CASH BALANCE PENSION (#001)12
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SWANKY BADGER, INC. 401K PROFIT SHARING PLAN

401k

Assets$645K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SWANKY BADGER, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$437K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SWANKY BADGER, INC. 401K PROFIT SHARING PLAN401k$645K172024
001SWANKY BADGER, INC. CASH BALANCE PENSION PLANCashBalance$437K122024
Retirement plans
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