Brian Caffrey signed Swanton Welding and Machining Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swanton Welding and Machining Co., Inc.'s EIN is 34-1374577.
Download the official 2024 Form 5500 (PDF) for Swanton Welding and Machining Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swanton Welding and Machining Co., Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS | 83-4717882 | — | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $6.7M | 69.0% | |
| AMERICAN CENTURY RET DATE 2040 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.7M | 27.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.9M | 19.7% | |
| AMERICAN CENTURY RET DATE 2020 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.0M | 10.4% | |
| AMERICAN CENTURY RET DATE 2030 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $937K | 9.6% | |
| AMERICAN CENTURY RET DATE 2035 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $660K | 6.8% | |
| AMERICAN CENTURY RET DATE 2045 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $592K | 6.1% | |
| [Assets held in participant loans] | Other | — | — | $306K | 3.1% | |
| AMERICAN CENTURY RET DATE 2060 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $297K | 3.0% | |
| AMERICAN CENTURY RET DATE 2050 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $266K | 2.7% | |
| AMERICAN CENTURY RET DATE 2055 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $210K | 2.1% | |
| AMERICAN CENTURY RET DATE 2065 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $81K | 0.8% | |
| AMERICAN CENTURY RET DATE 2070 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $12K | 0.1% | |
| AMERICAN CENTURY RET DATE 2025 TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
