Brandy Stoeckle signed Swartz Campbell LLC's 2024 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 2024 Form 5500 (PDF) for Swartz Campbell LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swartz Campbell LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $33.0M | 95.0% | |
| MET MASTER TRUST 25053 METROPOLITAN INSURANCE COMPANY · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $2.8M | 8.2% |
