Swanson Group, Inc. And Affiliated Companies Employee Savings Plan
Sponsored by Swanson Group, Inc. · EIN 930475444 · Plan #002
- Total assets
- $64.4M
- Net assets
- $64.4M
- Active participants
- 720
- With balances
- 979
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 |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $99,839 |
| Deschutes Investment | Investment management, Direct payment from the plan | $72,599 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $22,676 |