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Sponsor portfolio

S.W.A.N

EIN 85-1382799-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
2
$128K assets
Welfare
0
Participants
6
3311 FLORESTA DR. - SAN JOSE, CA 95148973-227-8001
Plans on this EIN
2 filings
#002TraditionalDB-$111K - 3 part#001ProfitSharing-$17K - 3 part

Retirement portfolio analytics

2 plans aggregated / $128K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • DEFINED BENEFIT PLAN (#002)87%
  • PROFIT SHARING 401(K) (#001)13%
Total $128KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)3
  • PROFIT SHARING 401(K) (#001)3
Total 6Click 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

S.W.A.N DEFINED BENEFIT PLAN

TraditionalDB

Assets$111K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

S.W.A.N PROFIT SHARING 401(K) PLAN

ProfitSharing

Assets$17K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002S.W.A.N DEFINED BENEFIT PLANTraditionalDB$111K32024
001S.W.A.N PROFIT SHARING 401(K) PLANProfitSharing$17K32024
Retirement plans
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