MACY Velasquez signed TADY Development Partners DBA Southwest Funding's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TADY Development Partners DBA Southwest Funding's EIN is 20-4438798.
Download the official 2023 Form 5500 (PDF) for TADY Development Partners DBA Southwest Funding from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)TADY Development Partners DBA Southwest Funding'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.1M | 95.3% | |
| [Assets held in participant loans] | Other | — | — | $103K | 4.7% |
