GREG Hatten signed Schwing Bioset, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schwing Bioset, Inc.'s EIN is 20-4562151.
Download the official 2024 Form 5500 (PDF) for Schwing Bioset, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schwing Bioset, 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 |
|---|---|---|---|---|---|
| TRUST POINT INC | 39-0415000 | — | NONE | $69K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $4.8M | 28.8% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $1.7M | 10.2% | |
| Harbor Capital Appreciation Retirement Mutual Fund | Other securities | — | — | $1.4M | 8.3% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $1.3M | 7.5% | |
| Glenmede Secured Options Portfolio I Mutual Fund | Other securities | — | — | $696K | 4.1% | |
| Conestoga Small Cap Institutional Mutual Fund | Other securities | — | — | $669K | 4.0% | |
| Baird Short Term Bond Instl Mutual Fund | Other securities | — | — | $663K | 3.9% | |
| Vanguard FTSE Social Index Admiral Mutual Fund | Mutual Funds | — | — | $628K | 3.7% | |
| American Funds EuroPacific Gr R6 Mutual Fund | Mutual Funds | — | — | $583K | 3.5% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $582K | 3.5% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $559K | 3.3% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | Common Collective Trusts | — | — | $521K | 3.1% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $512K | 3.0% | |
| William Blair Small Cap Value Class I Mutual Fund | Other securities | — | — | $476K | 2.8% | |
| Oakmark International R6 Mutual Fund | Other securities | — | — | $424K | 2.5% | |
| Fidelity Investments Institutional Money Market Portfolio Money Market Fund | Mutual Funds | — | — | $281K | 1.7% | |
| GQP Partners Emerging Markets Equity I Mutual Fund | Other securities | — | — | $231K | 1.4% | |
| Fidelity Investments Government Institutional Money Market Portfolio Money Market Fund ** 2 Arga Emerging Markets Value Fund Mutual Fund | Mutual Funds | — | — | $230K | 1.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | Mutual Funds | — | — | $208K | 1.2% | |
| Participant loans Interest rates 4.25% - 9.50% | Bonds / Notes | — | — | $76K | 0.5% | |
| Metropolitan West Total Return Bond I Mutual Fund | Other securities | — | — | $73K | 0.4% | |
| American Beacon Developing World Income R5 Mutual Fund | Other securities | — | — | $58K | 0.3% | |
| Dodge & Cox Stock Mutual Fund | Mutual Funds | — | — | $34K | 0.2% | |
| Vanguard Real Estate Index Admiral Mutual Fund | Mutual Funds | — | — | $23K | 0.1% | |
| PIMCO International Bond Mutual Fund | Mutual Funds | — | — | $18K | 0.1% | |
| Calvert International Responsible Index Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity Sustainability Bond Index Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
