Thomas Gears signed SWBR Architecture, Engineering & Landscape Architecture, D.P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SWBR Architecture, Engineering & Landscape Architecture, D.P.C.'s EIN is 16-1016675.
Download the official 2024 Form 5500 (PDF) for SWBR Architecture, Engineering & Landscape Architecture, D.P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SWBR Architecture, Engineering & Landscape Architecture, D.P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS | 16-1503696 | HUNTINGDON VALLEY, PA | RECORDKEEPER | $21K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 INDEX ADMIRAL | Pooled Separate Accounts | — | — | $8.6M | 34.2% | |
| American Funds AMERICAN FUNDS EUROPACIFIC R6 | Mutual Funds | — | — | $2.3M | 9.1% | |
| Dodge & Cox DODGE & COX INCOME FUND | Mutual Funds | — | — | $2.0M | 8.0% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $1.6M | 6.4% | |
| Macquarie SM CAP CORE R6 | Other securities | — | — | $1.5M | 5.9% | |
| Vanguard DEV MKTS INDX ADM | Mutual Funds | — | — | $1.4M | 5.8% | |
| American Funds AMERICAN FUNDS WASH MTUAL R6 | Mutual Funds | — | — | $1.4M | 5.5% | |
| Vanguard EXTENDED MKT INDX ADM | Mutual Funds | — | — | $1.4M | 5.5% | |
| Massachusetts INV GRTH STCK | Other securities | — | — | $1.2M | 4.9% | |
| Vanguard BALANCED INDEX ADM | Mutual Funds | — | — | $1.1M | 4.3% | |
| Vanguard TTL BD MKT INDX ADM | Mutual Funds | — | — | $1.1M | 4.3% | |
| Vanguard FEDERAL MONEY MARKET | Mutual Funds | — | — | $428K | 1.7% | |
| Vanguard TARGET RETIREM'T 2050 | Mutual Funds | — | — | $160K | 0.6% | |
| Participant Loans * Participants With interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $131K | 0.5% | |
| Unallocated Insurance Contracts Northwest Mutual Cash surrender value on paticipants life insurance policy | Cash / Money Market | — | — | $126K | 0.5% | |
| Vanguard FTSE SOCIAL INDEX ADM | Mutual Funds | — | — | $116K | 0.5% | |
| Vanguard SH-TERM BD INDEX ADM | Mutual Funds | — | — | $114K | 0.5% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $74K | 0.3% | |
| Vanguard TARGET RETIREM'T 2060 | Mutual Funds | — | — | $31K | 0.1% | |
| BALANCED SUSTAINABLE FUND R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $26K | 0.1% | |
| Fidelity SUST BOND INDEX | U.S. Treasuries | — | — | $25K | 0.1% | |
| Vanguard TARGET RETIREM'T 2055 | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard TARGET RETIREM'T 2030 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard TARGET RETIREM'T 2045 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard TARGET RETIREM'T 2065 | Mutual Funds | — | — | $4K | <0.1% |
