Marta Szymczak signed Swimjim Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swimjim Inc.'s EIN is 13-4027597.
Download the official 2024 Form 5500 (PDF) for Swimjim Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swimjim Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2050 PREMIER | Mutual Funds | — | — | $66K | 16.8% | |
| PARTICIPANT LOANS | Participant loans | — | — | $64K | 16.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Mutual Funds | — | — | $62K | 15.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Mutual Funds | — | — | $52K | 13.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Mutual Funds | — | — | $49K | 12.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Mutual Funds | — | — | $30K | 7.6% | |
| VANGUARD MID CAP INDEX - ADM | Mutual Funds | — | — | $20K | 5.2% | |
| FID FREEDOM INDEX 2045 PREMIER | Mutual Funds | — | — | $10K | 2.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Other securities | — | — | $10K | 2.5% | |
| T. ROWE PRICE DIVIDEND GR I | Other securities | — | — | $10K | 2.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Other securities | — | — | $7K | 1.7% | |
| STATE ST EQUITY 500 INDEX K | Common Collective Trusts | — | — | $7K | 1.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Other securities | — | — | $2K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Mutual Funds | — | — | $1K | 0.4% | |
| FID FREEDOM INDEX INC PREMIER | Mutual Funds | — | — | $1K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Mutual Funds | — | — | $567 | 0.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Mutual Funds | — | — | $543 | 0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Mutual Funds | — | — | $388 | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $248 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
