Swift Response Holdings, LLLP's EIN is 27-5251756.
Download the official 2024 Form 5500 (PDF) for Swift Response Holdings, LLLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swift Response Holdings, LLLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $863 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY RETIREMENT SOLUTIONS, LLC | 27-3853858 | ASTON, PA | CONTRACT ADMIN | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Fund R6 | Mutual Funds | — | — | $2.2M | 18.6% | |
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $1.2M | 10.1% | |
| John Hancock JHancock Bond R6 | Other securities | — | — | $1.1M | 9.1% | |
| Putnam Growth Opportunities R6 | Mutual Funds | — | — | $813K | 6.8% | |
| American Funds American Funds 2055 Target Date Fund R6 | Mutual Funds | — | — | $708K | 5.9% | |
| Franklin Templeton Foreign R6 | Mutual Funds | — | — | $681K | 5.7% | |
| Vanguard Windsor Admiral | Mutual Funds | — | — | $592K | 4.9% | |
| Franklin Templeton Franklin Small Cap Growth R6 | Mutual Funds | — | — | $579K | 4.8% | |
| American Funds American Funds 2035 Target Date Fund R6 | Mutual Funds | — | — | $479K | 4.0% | |
| MFS Investment MFS Mid Cap Growth R6 | Mutual Funds | — | — | $440K | 3.7% | |
| Management * American Funds American Funds 2045 Target Date Fund R6 | Mutual Funds | — | — | $433K | 3.6% | |
| American Funds American Funds 2060 Target Date Fund R6 | Mutual Funds | — | — | $394K | 3.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $343K | 2.9% | |
| American Funds American Funds 2040 Target Date Fund R6 | Mutual Funds | — | — | $312K | 2.6% | |
| Franklin Templeton Global Bond R6 | Mutual Funds | — | — | $291K | 2.4% | |
| American Funds American Funds 2050 Target Date Fund R6 | Mutual Funds | — | — | $284K | 2.4% | |
| Notes receivable from Interest rate of 4.25% to 9.50%, maturity dates through $-- | Bonds / Notes | — | — | $152K | 1.3% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $143K | 1.2% | |
| American Funds American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $128K | 1.1% | |
| American Funds American Funds 2065 Target Date Fund R6 | Mutual Funds | — | — | $97K | 0.8% | |
| American Funds American Funds 2020 Target Date Fund R6 | Mutual Funds | — | — | $20K | 0.2% | |
| The difference in the notes receivable from participants amount in the accompanying Statement of Net Assets Available for Benefits represents $3,296 of outstanding participant loans defaulted as of December 31, 2024. | Participant loans | — | — | $3K | <0.1% | |
| American Funds American Funds 2070 Target Date Fund R6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
