SWD, Inc.'s EIN is 36-3003387.
Download the official 2024 Form 5500 (PDF) for SWD, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SWD, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST AMERICAN BANK | 36-1078850 | — | NONE | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FAB TRUST FOR ERISA BALANCED INDEX FIRST AMERICAN BANK · EIN 36-1078850 / PN 001 | Common Collective Trust | — | — | $4.8M | 32.8% | |
| RELIANCE METLIFE STABLE VALUE RELIANCE METLIFE · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $4.1M | 27.5% | |
| Hartford Core Equity Fund A | Other securities | — | — | $1.2M | 8.0% | |
| First American Bank Aggressive Growth Index Model | Other securities | — | — | $880K | 6.0% | |
| FAB TRUST FOR ERISA AGGRESSIVE INDX FIRST AMERICAN BANK · EIN 36-1078850 / PN 001 | Common Collective Trust | — | — | $880K | 6.0% | |
| Vanguard 500 Index Fund Admiral Class | Common Collective Trusts | — | — | $408K | 2.8% | |
| JPMorgan Small Cap Equity A | Other securities | — | — | $404K | 2.7% | |
| JPMorgan Mid Cap Growth Fund A | Other securities | — | — | $400K | 2.7% | |
| First American Bank Conservative Growth Index Model | Other securities | — | — | $387K | 2.6% | |
| FAB TRUST FOR ERISA CONSERV INDEX FIRST AMERICAN BANK · EIN 36-1078850 / PN 001 | Common Collective Trust | — | — | $387K | 2.6% | |
| Federated Funds Mid-Cap Fund | Other securities | — | — | $382K | 2.6% | |
| FAB TRUST FOR ERISA HIGH YIELD EQ FIRST AMERICAN BANK · EIN 36-1078850 / PN 001 | Common Collective Trust | — | — | $298K | 2.0% | |
| Henderson Global Equity Income Fund | Other securities | — | — | $285K | 1.9% | |
| Federated Funds Total Return Bond Series | Other securities | — | — | $196K | 1.3% | |
| Pacific Life Insurance | Other securities | — | — | $181K | 1.2% | |
| Vanguard Small-Cap Index Admiral Fund | Mutual Funds | — | — | $162K | 1.1% | |
| Touchstone Mid Cap Growth Fund A | Other securities | — | — | $129K | 0.9% | |
| Baird Short Term Bond Investor | Other securities | — | — | $51K | 0.3% | |
| Vanguard FTSE All-World Ex-US Index Admiral | Mutual Funds | — | — | $50K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
