Assets by plan
Share of aggregate retirement assets
Filings through .
Swa Group
EIN 94-1483448Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$125.2M assets
Health & Benefits
2
$1.4M premiums
Participants
1,193
2200 BRIDGEWAY BOULEVARD - SAUSALITO, CA 94965415-332-5100
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $125.2M assets / 763 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$36.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.4M premiums / 217 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Long-term disability$60K
- Life$16K
- Other$16K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SWA GROUP PROFIT SHARING AND SAVINGS PLAN
401(k)
Assets$89.0M
Participants400
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SWA GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$36.2M
Participants363
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SWA GROUP INSURANCE PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.4M
Covered lives217
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
SWA GROUP WELFARE BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SWA GROUP PROFIT SHARING AND SAVINGS PLAN | 401(k) | $89.0M | 400 | 2025 |
| #001 | SWA GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $36.2M | 363 | 2025 |
- #002 · 401(k) · 2025400
- #001 · ESOP · 2025363
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SWA GROUP INSURANCE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.4M | 217 | 2025 |
| #501 | SWA GROUP WELFARE BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025217
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans