Dwayne Petish signed Swagelok Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swagelok Company's EIN is 34-0688825.
Download the official 2024 Form 5500 (PDF) for Swagelok Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swagelok Company's plan includes profit-sharing, a 401(k) feature, a leveraged ESOP, 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 |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | 04-2647786 | — | NONE | $803K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Swagelok Company | Common Stocks | — | $165.3M | $1.9B | 64.6% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $125.2M | 4.3% | |
| NYLI Winslow Large Cap Growth R6 | Other securities | — | — | $99.5M | 3.4% | |
| American Funds Target Date 2035 R6 | Mutual Funds | — | — | $98.1M | 3.4% | |
| American Funds Target Date 2030 R6 | Mutual Funds | — | — | $87.2M | 3.0% | |
| American Funds Washington Mutual Investors R6 | Mutual Funds | — | — | $79.8M | 2.7% | |
| Vanguard Inst Index | Mutual Funds | — | — | $64.0M | 2.2% | |
| American Funds Target Date 2040 R6 | Mutual Funds | — | — | $50.0M | 1.7% | |
| Putnam Stable Value | Stable Value | — | — | $46.1M | 1.6% | |
| BNY MELLON MELLON STABLE VALUE FUND · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $46.1M | 1.6% | |
| American Funds Target Date 2025 R6 | Mutual Funds | — | — | $45.1M | 1.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $40.6M | 1.4% | |
| American Funds Target Date 2045 R6 | Mutual Funds | — | — | $38.3M | 1.3% | |
| American Funds Target Date 2050 R6 | Mutual Funds | — | — | $34.5M | 1.2% | |
| American Funds Target Date 2055 R6 | Mutual Funds | — | — | $22.1M | 0.8% | |
| Carillon Mid Cap Growth R6 | Other securities | — | — | $18.4M | 0.6% | |
| Fidelity Institutional Asset Management Core Plus Commingled Pool Class J | Common Collective Trusts | — | — | $18.2M | 0.6% | |
| American Funds Target Date 2020 R6 | Mutual Funds | — | — | $16.9M | 0.6% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $14.1M | 0.5% | |
| Participant loans | Participant loans | — | — | $12.7M | 0.4% | |
| American Funds Target Date 2060 R6 | Mutual Funds | — | — | $12.2M | 0.4% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $12.0M | 0.4% | |
| American Funds Sm Cap World R6 | Mutual Funds | — | — | $11.2M | 0.4% | |
| Vanguard MidCap Index Inst | Mutual Funds | — | — | $10.7M | 0.4% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $9.9M | 0.3% | |
| Fidelity US Bond Index Instl | Mutual Funds | — | — | $8.1M | 0.3% | |
| American Funds Target Date 2065 R6 | Mutual Funds | — | — | $7.5M | 0.3% | |
| American Funds Target Date 2015 R6 | Mutual Funds | — | — | $7.2M | 0.2% | |
| Principal Small Cap Value II R6 | Other securities | — | — | $5.8M | 0.2% | |
| Vanguard Tot International Stock IS | Mutual Funds | — | — | $5.3M | 0.2% | |
| Loomis Small Cap Growth N | Other securities | — | — | $4.1M | 0.1% | |
| American Funds Target Date 2010 R6 | Mutual Funds | — | — | $2.0M | <0.1% |
