Sword Health, Inc.'s EIN is 37-1849452.
Download the official 2024 Form 5500 (PDF) for Sword Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sword Health, Inc.'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 |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $12K | — |
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 Total Stock Index Admiral Mutual fund | Mutual Funds | — | — | $2.5M | 43.7% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | Mutual Funds | — | — | $797K | 13.7% | |
| Vanguard Emerging Markets Stock Admiral Mutual fund | Mutual Funds | — | — | $545K | 9.3% | |
| Vanguard Total Institutional Stock Index Admiral Mutual fund ** 691 Vanguard Total International Bond Index Mutual fund | Mutual Funds | — | — | $273K | 4.7% | |
| Vanguard Real Estate Index Admiral Mutual fund | Mutual Funds | — | — | $264K | 4.5% | |
| Vanguard Small Cap Index Admiral Mutual fund | Mutual Funds | — | — | $50K | 0.8% | |
| Vanguard Energy Index Admiral Mutual fund ** 803 Vanguard Financials Index Admiral Mutual fund ** 788 Vanguard FTSE All World Ex US Index Admiral Mutual fund ** 688 Vanguard Growth Index Admiral Mutual fund | Mutual Funds | — | — | $45K | 0.8% | |
| Vanguard Index 500 Admiral Mutual fund | Mutual Funds | — | — | $43K | 0.7% | |
| Vanguard Large-Cap Index Admiral Mutual fund | Mutual Funds | — | — | $43K | 0.7% | |
| Vanguard Mid-Cap Index Admiral Mutual fund | Mutual Funds | — | — | $32K | 0.5% | |
| Vanguard Information Technology Index Admiral Mutual fund | Mutual Funds | — | — | $28K | 0.5% | |
| Vanguard Short Term Inflation Protected Securities Mutual fund | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Value Index Admiral Mutual fund | Mutual Funds | — | — | $17K | 0.3% | |
| Vanguard Specialized Dividend Appreciation Index Mutual fund | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Short-Term Bond Index Admiral Mutual fund | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Mid Cap Growth Index Admiral Mutual fund | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard International Equity Index Admiral Mutual fund | Common Collective Trusts | — | — | $6K | 0.1% | |
| Vanguard Mid Cap Value Index Admiral Mutual fund | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
