Daniel Swift signed Sealing Devices Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sealing Devices Inc.'s EIN is 16-0902968.
Download the official 2023 Form 5500 (PDF) for Sealing Devices Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sealing Devices Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORTE CAPITAL, LLC | — | ROCHESTER, NY | INVESTMENT ADVISOR | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS CAPITAL LLC | 46-4091337 | — | CONTRACT ADMINISTRATOR | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth | Mutual Funds | — | $3.9M | $6.8M | 16.5% | |
| iShares MSCI USA Quality Factor | Other securities | — | $4.7M | $5.1M | 12.3% | |
| Vanguard Value ETF | Mutual Funds | — | $2.5M | $4.1M | 10.0% | |
| WisedomTree U.S. Quality Dividend Growth Fund | Other securities | — | $3.0M | $3.2M | 7.9% | |
| Select Sector SPDR Utilities | Other securities | — | $1.2M | $1.3M | 3.3% | |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | — | $1.1M | $1.3M | 3.1% | |
| Schwab Fundamental U.S Small Company ETF | Mutual Funds | — | $1.2M | $1.3M | 3.1% | |
| Retirement Cash Account | Cash / Money Market | — | $1.3M | $1.3M | 3.1% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | $824K | $1.1M | 2.8% | |
| T. Rowe Price Instl Floating Rate | Bonds / Notes | — | $1.1M | $1.1M | 2.6% | |
| PIMCO Real Return Institutional | Mutual Funds | — | $1.2M | $1.1M | 2.6% | |
| iShares iBonds Dec 2031 Term Corporate ETF | Other securities | — | $986K | $1.0M | 2.5% | |
| Columbia Dividend Income Fund I3 | Other securities | — | $680K | $813K | 2.0% | |
| JP Morgan U.S. Government Money Market Fund | Cash / Money Market | — | $750K | $750K | 1.8% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | $699K | $708K | 1.7% | |
| iShares iBonds Dec 2033 Treasury | Other securities | — | $656K | $694K | 1.7% | |
| DoubleLine Opportunistic Core Bond | Other securities | — | $658K | $693K | 1.7% | |
| Victory Sycamore Established Value I | Other securities | — | $586K | $691K | 1.7% | |
| iShares iBonds Dec 2030 Term Corporate ETF | Other securities | — | $657K | $691K | 1.7% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | $530K | $656K | 1.6% | |
| DoubleLine Total Return Bond I | Other securities | — | $469K | $502K | 1.2% | |
| Vanguard Intermediate-Term Investment-Grade Admiral | Mutual Funds | — | $376K | $411K | 1.0% | |
| Vanguard Short-Term Federal Admiral | Mutual Funds | — | $385K | $400K | 1.0% | |
| Columbia Balanced Fund I3 | Other securities | — | $309K | $382K | 0.9% | |
| iShares iBonds Dec 2029 Term Corporate ETF | Other securities | — | $328K | $343K | 0.8% | |
| Guggenheim Macro Opportunities Instl | Other securities | — | $330K | $339K | 0.8% | |
| Janus Henderson Aaa Clo ETF | Structured Credit (CLO/ABS) | — | $330K | $330K | 0.8% | |
| Baird Ultra Short Bond Institutional | U.S. Treasuries | — | $301K | $303K | 0.7% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | $167K | $192K | 0.5% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | $102K | $127K | 0.3% | |
| Vanguard LifeStrategy Growth Investor | Mutual Funds | — | $73K | $88K | 0.2% | |
| Vanguard Value Index Adm | Mutual Funds | — | $63K | $79K | 0.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $57K | $75K | 0.2% | |
| Notes receivable from participants | Other securities | — | $0 | $65K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | $35K | $45K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | $33K | $41K | <0.1% | |
| BNY Mellon International Stock Fund I | Other securities | — | $32K | $39K | <0.1% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | $24K | $31K | <0.1% | |
| Janus Henderson Enterprise Fund N | Mutual Funds | — | $14K | $17K | <0.1% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | $13K | $15K | <0.1% | |
| American Beacon FEAC Floating Rate Income | Bonds / Notes | — | $16K | $15K | <0.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | $12K | $13K | <0.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | $8K | $9K | <0.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | $8K | $9K | <0.1% | |
| WCM Focused Emerging Markets Instl | Other securities | — | $8K | $9K | <0.1% | |
| Eaton Vance Atl Cap Focus Growth I | Other securities | — | $8K | $8K | <0.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | $6K | $7K | <0.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | $2K | $2K | <0.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | $1K | $1K | <0.1% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | $68 | $68 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUMSDEN & MCCORMICK, LLP | 16-0765486 | — | AUDITOR | $10K | — |
