Brandy Stoeckle signed Swartz Campbell LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swartz Campbell LLC's EIN is 23-1141190.
Download the official 2023 Form 5500 (PDF) for Swartz Campbell LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Swartz Campbell LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN, L.P. | 13-4064930 | — | INVESTMENT ADV. | $97K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 51.3% | |
| [Assets held in common stock] | Other | — | — | $8.2M | 44.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $381K | 2.0% |
