Swing Education, Inc 401(k) Plan: Login, Facts & Contact Information

Swing Education, Inc 401(k) Plan Facts

Plan name
SWING EDUCATION 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SWING EDUCATION, INC.
Participants
1,153 (6,119 active employees)
Former employees with a balance
65
Plan assets
$3,787,039 at Dec 31, 2024
Average account balance
$10,180 across 372 accounts
Employer contributions
$53,103 in plan year 2024 (7% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 2016
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $812,083 went into the plan in contributions, $53,103 of it from the employer (7%).
  • $1.08 million was paid out to participants.
  • Investment and other income added $470,644.
  • Administrative expenses were $20,735, about $56 per account.

How the Swing Education, Inc 401(k) changed, 2016–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20164$235,708$0$0
201711$551,280$14,237$0
201829$1.19 million$177,399$4,916
201951$2.24 million$211,043$218
202076$2.67 million$185,344$531,358
20241,153$3.79 million$53,103$1.08 million

Swing Education, Inc 401(k) Contact Information

Phone
650-413-9268
Mailing address
2041 EAST ST PMB 884, CONCORD CA 94520
Plan sponsor
SWING EDUCATION, INC.
Employer identification number (EIN)
47-4349654
Plan number
001

Questions about the Swing Education, Inc 401(k)

Does Swing Education, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $53,103 in employer contributions for plan year 2024.

Does the Swing Education, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Swing Education, Inc 401(k) plan?

1,153 participants at the start of plan year 2024, 6,119 of them active employees, and 65 former employees who still had money in the plan.

What is the average 401(k) balance at Swing Education, Inc?

About $10,180 per account: $3.79 million in plan assets across 372 accounts with a balance at the end of plan year 2024.

Who manages the Swing Education, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Swing Education, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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