AUMdb

Swoon Group, Llc Retirement Plan

Sponsored by Swoon Group, Llc · EIN 270610400 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
297
With balances
267

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
Mma Securities Trustee (directed) $30,674
Shore Tompkins Actuarial Resources Contract administrator $4,650
Capital Research And Management Co Recordkeeping fees $1,400