Filings through .
Sponsor portfolio
Swan Insurance Sales, LLC
EIN 83-1584016Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$239K assets
Welfare
0
Participants
8
2148 4TH AVE - SAN DIEGO, CA 92101858-381-3108
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 | |
|---|---|---|---|---|---|---|
| 001 | SWAN INSURANCE 401(K) PLAN | 401(k) | $239K | 8 | 2025 |
Retirement plans