Swanson Health Products, Inc. 401(k) Profit Sharing Plan
Sponsored by Swanson Health Products, Inc. · EIN 450324367 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 458
- With balances
- 581
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Hays Financial Group, Llc | Investment management, Direct payment from the plan | $37,088 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $34,566 |