Sponsor portfolio
JAMES R SWAB
EIN 52-1329777Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
2
15411 BASSETT LANE - SILVER SPRING, MD 20906240-880-2983
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | JAMES R SWAB, CPA KEOGH PLAN | ProfitSharing | $2.7M | 2 | 2024 |
Retirement plans