Amanda Wolf signed Swoon Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swoon Group, LLC's EIN is 27-0610400.
Download the official 2024 Form 5500 (PDF) for Swoon Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swoon Group, LLC'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 |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT CO | 20-3691658 | LOS ANGELES, CA | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | — | NEW YORK, NY | INVESTMENT ADVISOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $2.1M | 24.4% | |
| American Funds 2050 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $1.2M | 14.2% | |
| American Funds 2040 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $1.2M | 13.4% | |
| American Funds 2045 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $911K | 10.4% | |
| American Funds 2060 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $778K | 8.9% | |
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $763K | 8.7% | |
| American Funds 2065 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $442K | 5.0% | |
| JPMorgan Large Cap Growth Fund Mutual Fund NR | Other securities | — | — | $368K | 4.2% | |
| American Funds 2035 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $252K | 2.9% | |
| American Funds 2030 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $204K | 2.3% | |
| American Funds 2025 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $154K | 1.7% | |
| American Funds Bond Fund of America Mutual Fund NR 640 * American Funds Capital World Bond Fund Mutual Fund NR 11 * American Funds New Perspective Fund Mutual Fund NR | Mutual Funds | — | — | $87K | 1.0% | |
| Victory Sycamore Established Value Fund Mutual Fund NR | Other securities | — | — | $83K | 0.9% | |
| American Funds US Government Money Market Fund Mutual Fund NR | Mutual Funds | — | — | $37K | 0.4% | |
| MFS International Growth Fund Mutual Fund NR | Mutual Funds | — | — | $35K | 0.4% | |
| Various, bearing interest * Participant loans from 4.25%-9.50% - | Bonds / Notes | — | — | $25K | 0.3% | |
| Franklin Small Cap Value Fund Mutual Fund NR | Mutual Funds | — | — | $19K | 0.2% | |
| AB Small Cap Growth Fund Mutual Fund NR 317 * American Funds 2015 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $13K | 0.1% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund NR | Other securities | — | — | $8K | <0.1% | |
| PIMCO Income Fund Mutual Fund NR | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $5K | <0.1% | |
| Franklin Utilities Fund Mutual Fund NR | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $4K | <0.1% | |
| American Funds 2070 Target Date Fund Mutual Fund NR | Mutual Funds | — | — | $4K | <0.1% | |
| Putnam Large Cap Value Fund Mutual Fund NR | Mutual Funds | — | — | $3K | <0.1% | |
| PGIM High Yield Fund Mutual Fund NR | Other securities | — | — | $2K | <0.1% | |
| Vanguard Real Estate Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHORE TOMPKINS ACTUARIAL RESOURCES | 20-1694816 | CHICAGO, IL | CONTRACT ADMIN | $5K | — |
