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SW SYNERGY, LLC DBA CATALYST PLANNING PARTNERS

EIN 88-1992616-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
16
225 WEST RANDOLPH, SUITE 2000 - CHICAGO, IL 60606847-501-4622
Plans on this EIN
1 filing
#001401k-$1.3M - 16 part

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Retirement#001

SW SYNERGY, LLC PROFIT SHARING 401(K) PLAN

401k

Assets$1.3M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SW SYNERGY, LLC PROFIT SHARING 401(K) PLAN401k$1.3M162025
Retirement plans
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