Plan Snapshot
- Plan Sponsor: The Swan Group, LLC (EIN 452558188)
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $124.3M
- Sponsor State: MA
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 335 | $124.3M | $4.8M | $3.3M |
| 2023 | 341 | $114.6M | $4.4M | $3.1M |
| 2022 | 313 | $101.4M | $3.5M | $2.8M |
Service Providers
- SULLIVAN AND FOLAN, LLC — Accountant / Independent Qualified Public Accountant