Swbg, Llc 401(k) Plan
Sponsored by Swbg, Llc · EIN 383958040 · Plan #001
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 21,573
- With balances
- 8,003
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Direct payment from the plan, Recordkeeping | $379,777 |
| Alliant Insurance Services Inc | Investment advisory (plan) | $80,000 |
| Advised Assets Group, Llc | Investment management | $3,750 |