Jennifer Primanti signed S.W. Bajus, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S.W. Bajus, Ltd.'s EIN is 23-2133785.
Download the official 2024 Form 5500 (PDF) for S.W. Bajus, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S.W. Bajus, Ltd.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH MCLENNAN AGENCY SECURITIES | 22-3570392 | — | NONE | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Admiral 500 Index | Common Collective Trusts | — | — | $2.1M | 26.1% | |
| Fidelity Balanced | Mutual Funds | — | — | $1.3M | 16.3% | |
| Harbor Capital Harbor Capital Appreciation | Other securities | — | — | $941K | 11.9% | |
| Charles Schwab Government Money Fund | Mutual Funds | — | — | $908K | 11.5% | |
| Baird Aggregate Bond Fund Mutual Fund | Other securities | — | — | $484K | 6.1% | |
| American Funds Target Date 2040 | Mutual Funds | — | — | $384K | 4.9% | |
| Putnam Large Cap Value | Mutual Funds | — | — | $331K | 4.2% | |
| American Funds Target Date 2050 | Mutual Funds | — | — | $321K | 4.1% | |
| MFS Intl Diversification | Mutual Funds | — | — | $300K | 3.8% | |
| JP Morgan Mid Cap Growth Mutual Fund | Other securities | — | — | $280K | 3.5% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $193K | 2.4% | |
| Columbia Small Cap Value II | Other securities | — | — | $129K | 1.6% | |
| Participant loans 3.00% - 8.50% | Bonds / Notes | — | — | $94K | 1.2% | |
| American Funds Target Date 2030 | Mutual Funds | — | — | $87K | 1.1% | |
| American Funds Target Date 2020 | Mutual Funds | — | — | $79K | 1.0% | |
| American Funds Target Date 2060 | Mutual Funds | — | — | $27K | 0.3% | |
| Charles Schwab Deposit Cash Account | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
