Joseph Kennedy signed Schwarz Partners LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schwarz Partners LP's EIN is 35-1970447.
Download the official 2024 Form 5500 (PDF) for Schwarz Partners LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schwarz Partners LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $577K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY | — | CHICAGO, IL | NONE | $60K | — |
| KATZ, SAPPER & MILLER |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2045 Fund 929,465 | Mutual Funds | — | — | $27.6M | 9.8% | |
| Vanguard Institutional Target Retirement 2035 Fund 1,145,545 | Mutual Funds | — | — | $27.5M | 9.7% | |
| Vanguard Institutional Target Retirement 2030 Fund 666,234 | Mutual Funds | — | — | $25.2M | 8.9% | |
| Vanguard Institutional Index Fund 52,149 | Common Collective Trusts | — | — | $25.0M | 8.9% | |
| Vanguard Institutional Target Retirement 2050 Fund 405,873 | Mutual Funds | — | — | $20.2M | 7.2% | |
| Vanguard Institutional Target Retirement 2040 Fund 407,480 | Mutual Funds | — | — | $17.6M | 6.2% | |
| Vanguard Institutional Target Retirement 2055 Fund 311,897 | Mutual Funds | — | — | $17.3M | 6.2% | |
| Vanguard Institutional Target Retirement 2025 Fund 916,107 | Mutual Funds | — | — | $17.1M | 6.1% | |
| WILMINGTON TRUST FRANKLIN GRWTH CIT WILMINGTON TRUST, N.A. · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $13.5M | 4.8% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 360 | Common Collective Trust | — | — | $11.3M | 4.0% | |
| RTC STABLE VALUE FUND CIT 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $9.8M | 3.5% | |
| John Hancock Disciplined Value Mid Cap Fund R6 331,735 | Other securities | — | — | $8.9M | 3.2% | |
| Vanguard Institutional Target Retirement 2060 Fund 165,777 | Mutual Funds | — | — | $8.5M | 3.0% | |
| Vanguard Institutional Small Cap Index Fund 61,268 | Common Collective Trusts | — | — | $7.1M | 2.5% | |
| REGISTERED INVESTMENT COMPANIES American Funds EuroPacific Growth Fund R6 112,838 | Mutual Funds | — | — | $6.1M | 2.1% | |
| JPMorgan Core Bond Fund R6 551,627 | Other securities | — | — | $5.6M | 2.0% | |
| Vanguard Institutional Target Retirement 2065 Fund 165,885 | Mutual Funds | — | — | $5.6M | 2.0% | |
| JPMorgan Mid Cap Growth Fund R6 96,956 | Other securities | — | — | $5.0M | 1.8% | |
| Vanguard Institutional Mid Cap Index Fund 50,847 | Common Collective Trusts | — | — | $3.7M | 1.3% | |
| Vanguard Institutional Target Retirement 2020 Fund 137,254 | Mutual Funds | — | — | $3.6M | 1.3% | |
| Vanguard Institutional Target Retirement Income Fund 251,418 | Mutual Funds | — | — | $3.3M | 1.2% | |
| American Funds Small Cap World Fund R6 39,417 | Mutual Funds | — | — | $2.8M | 1.0% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25%-10.50%, with maturities through December 2039 0 | Bonds / Notes | — | — | $2.1M | 0.8% | |
| Janus High-Yield Fund N 271,668 | Mutual Funds | — | — | $2.0M | 0.7% | |
| Vanguard Total International Stock Index Fund 15,544 | Common Collective Trusts | — | — | $2.0M | 0.7% | |
| Principal Real Estate Securities Fund Institutional 43,226 | Other securities | — | — | $1.2M | 0.4% | |
| Invesco Developing Markets Fund Class R6 31,370 | Mutual Funds | — | — | $1.2M | 0.4% | |
| Vanguard Total Bond Market Index Fund 111,523 | Common Collective Trusts | — | — | $1.1M | 0.4% | |
| JPMorgan US Govt MMkt Cap Cl 205,031 | Other securities | — | — | $205K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INDIANAPOLIS, IN |
| NONE |
| $21K |
| — |
