Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
SWANSON'S LANDSCAPING, INC.
EIN 68-0668357real estateLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
80
521 CINNABAR DR - LIVERMORE, CA 94550925-525-7699swansonlending.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 80 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
SWANSON LANDSCAPING INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.4M
Participants45
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SWANSON'S LANDSCAPING, INC. CASH BALANCE PLAN
CashBalance
Assets$538K
Participants35
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWANSON LANDSCAPING INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.4M | 45 | 2025 | |
| 002 | SWANSON'S LANDSCAPING, INC. CASH BALANCE PLAN | CashBalance | $538K | 35 | 2025 |
Retirement plans