# The Swan Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-swan-group-llc-401k-plan

> The Swan Group, LLC's 401(k) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

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