Marty Breen signed Southwest Material Handling, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Material Handling, Inc.'s EIN is 33-0349012.
Download the official 2022 Form 5500 (PDF) for Southwest Material Handling, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Southwest Material Handling, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORDKEEPER | $29K | — |
| BENX, LLC | 26-1448788 | — | RECORDKEEPER | $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 GROWTH FUND OF AMERI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | — | $742K | 9.6% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $676K | 8.8% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $650K | 8.4% | |
| BLACKROCK GLOBAL ALLOCATION RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 277 | Pooled Separate Account | — | — | $587K | 7.6% | |
| Transamerica Stable Value Advantage Account Stable value fund | Stable Value | — | — | $480K | 6.2% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $402K | 5.2% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $397K | 5.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $327K | 4.2% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $319K | 4.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $291K | 3.8% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $283K | 3.7% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $252K | 3.3% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $218K | 2.8% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $193K | 2.5% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $184K | 2.4% | |
| TEMPLETON GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $183K | 2.4% | |
| ALGER CAPITAL APPRECIATION RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 138 | Pooled Separate Account | — | — | $176K | 2.3% | |
| Notes receivable from participants 4.25% - 6.50% | Bonds / Notes | — | — | $167K | 2.2% | |
| INVESCO MAIN STREET MID CAP RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 241 | Pooled Separate Account | — | — | $141K | 1.8% | |
| NUVEEN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 085 | Pooled Separate Account | — | — | $138K | 1.8% | |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 276 | Pooled Separate Account | — | — | $127K | 1.6% | |
| MAINSTAY MACKAY HIGH YIELD CORPORAT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 347 | Pooled Separate Account | — | — | $111K | 1.4% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $110K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $103K | 1.3% | |
| TA VANGUARD SMALL-CAP INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $96K | 1.2% | |
| INVESCO DEVELOPING MARKETS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 471 | Pooled Separate Account | — | — | $91K | 1.2% | |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $84K | 1.1% | |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $69K | 0.9% | |
| AMERICAN CENTURY INFLATION-ADJUSTED TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 262 | Pooled Separate Account | — | — | $38K | 0.5% | |
| PIONEER STRATEGIC INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $36K | 0.5% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $27K | 0.4% | |
| PGIM JENNISON MID CAP GROWTH RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 542 | Pooled Separate Account | — | — | $22K | 0.3% | |
| DELAWARE IVY ASSET STRATEGY RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 534 | Pooled Separate Account | — | — | $1K | <0.1% | |
| FIDELITY ADVISOR NEW INSIGHTS RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 327 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
