ALAN Wasserman signed S.W. Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S.W. Management LLC's EIN is 13-3919718.
Download the official 2024 Form 5500 (PDF) for S.W. Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S.W. Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD PENSION SERVICES LLC | 11-3479163 | UNIONDALE, NY | THIRD PARTY ADMINISTRATO | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.4M | 94.6% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution 2025 P Adv | Common Stocks | — | — | $8.1M | 41.3% | |
| VOYA Retirement Insurance & Annuity Co Voya US Stock Index Port Ins | Common Stocks | — | — | $3.3M | 17.0% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution 2035 P Adv | Common Stocks | — | — | $1.4M | 7.1% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution 2045 P Adv | Common Stocks | — | — | $1.2M | 5.9% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution Inc P Adv | Common Stocks | — | — | $824K | 4.2% | |
| VOYA Retirement Insurance & Annuity Co CHARLES SCHWAB PCRA | Self-Directed Brokerage | — | — | $801K | 4.1% | |
| VOYA Retirement Insurance & Annuity Co T Rowe Price Blue Chip Gr Fd-A | Mutual Funds | — | — | $688K | 3.5% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution 2055 P Adv | Common Stocks | — | — | $623K | 3.2% | |
| VOYA Retirement Insurance & Annuity Co ClrBrg SmCp Grw Fnd R 0 VOYA Retirement Insurance & Annuity Co Dodge & Cox Stock Fd I | Mutual Funds | — | — | $509K | 2.6% | |
| VOYA Retirement Insurance & Annuity Co Voya International Ind Prt I | Common Stocks | — | — | $179K | 0.9% | |
| VOYA Retirement Insurance & Annuity Co Voya Russell SmCp Indx Prt I | Common Stocks | — | — | $156K | 0.8% | |
| VOYA Retirement Insurance & Annuity Co Voya Fixed Account A | Common Stocks | — | — | $146K | 0.7% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution 2050 Pt Adv | Common Stocks | — | — | $115K | 0.6% | |
| VOYA Retirement Insurance & Annuity Co Voya Russell MdCp Indx Prt I | Common Stocks | — | — | $109K | 0.6% | |
| VOYA Retirement Insurance & Annuity Co Amer Fnds New World Fund R3 | Common Stocks | — | — | $100K | 0.5% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution 2060 P Adv | Common Stocks | — | — | $89K | 0.5% | |
| VOYA Retirement Insurance & Annuity Co Voya Intermediate Bond Prt I | Common Stocks | — | — | $86K | 0.4% | |
| VOYA Retirement Insurance & Annuity Co VY CBRE Rl Estate Prt Srv | Common Stocks | — | — | $82K | 0.4% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution 2030 Pt Adv | Common Stocks | — | — | $63K | 0.3% | |
| VOYA Retirement Insurance & Annuity Co Voya Indx Solution 2040 Pt Adv | Common Stocks | — | — | $31K | 0.2% | |
| VOYA Retirement Insurance & Annuity Co Voya Fixed Account | Common Stocks | — | — | $29K | 0.1% | |
| VOYA Retirement Insurance & Annuity Co PIMCO Real Return - Class R | Mutual Funds | — | — | $23K | 0.1% | |
| VOYA Retirement Insurance & Annuity Co Amer Fnds Cap Wld Gr & Inc R3 | Common Stocks | — | — | $14K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co VY JPM MdCp Value Port I | Common Stocks | — | — | $13K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co Voya Index Solution 2065 P Adv | Common Stocks | — | — | $7K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co Voya Gov Money Market Port I | Cash / Money Market | — | — | $6K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co VY TRwPr Cap Apprec Port Srv | Common Stocks | — | — | $5K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co Neuberg Berm Genesis Fund Adv 44 VOYA Retirement Insurance & Annuity Co PIMCO CmdtyRlRtn Strat Fnd R | Mutual Funds | — | — | $5K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co Franklin Rising Divdnds Fnd R 0 VOYA Retirement Insurance & Annuity Co Invesco Intl Growth R | Mutual Funds | — | — | $4K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co Voya High Yield Port Srv | Common Stocks | — | — | $3K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co TRowePrc US Eq Resrch Fd R | Common Stocks | — | — | $3K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co Voya Mid Cap Opport Port I | Common Stocks | — | — | $3K | <0.1% | |
| VOYA Retirement Insurance & Annuity Co Victory Sycmr Sm Comp Opp Fd R | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
