SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN

[ EIN: 33-0810710 | Plan No. 001 ]

Form 5500 records indicate that SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN is a 401(k) plan sponsored by SWENSON ADVISORS LLP. The plan is classified as a Small Plan with 13 participants and assets totaling $323,537 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: SWENSON ADVISORS LLP

Location: 25220 HANCOCK AVE., SUITE 240, MURRIETA, CA 92562

EIN: 330810710

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 13

Total Assets: $323,537

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