Southwest Solutions' EIN is 38-2672000.
Download the official 2023 Form 5500 (PDF) for Southwest Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Southwest Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS | — | LINCOLN, NE | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | — | ANN ARBOR, MI | RIA | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.1M | 9.6% | |
| American Funds 2030 Target Date Retirement Fund N/R | Mutual Funds | — | — | $887K | 7.7% | |
| contract * Group annuity contracts Great American N/R | Common Stocks | — | — | $838K | 7.3% | |
| American Funds 2020 Target Date Retirement Fund N/R | Mutual Funds | — | — | $640K | 5.6% | |
| American Funds 2025 Target Date Retirement Fund N/R | Mutual Funds | — | — | $590K | 5.1% | |
| Invesco Active Allocation Fund Class A N/R | Mutual Funds | — | — | $571K | 5.0% | |
| American Funds 2050 Target Date Retirement Fund N/R | Mutual Funds | — | — | $536K | 4.7% | |
| American Funds 2045 Target Date Retirement Fund N/R | Mutual Funds | — | — | $526K | 4.6% | |
| American Funds 2015 Target Date Retirement Fund N/R | Mutual Funds | — | — | $466K | 4.0% | |
| Invesco Select Risk Moderate Investor Fund A N/R | Mutual Funds | — | — | $415K | 3.6% | |
| Fidelity Blue Chip Growth Fund N/R | Mutual Funds | — | — | $363K | 3.2% | |
| American Funds 2040 Target Date Retirement Fund N/R | Mutual Funds | — | — | $357K | 3.1% | |
| Fidelity Government Money Market Premium N/R | Mutual Funds | — | — | $241K | 2.1% | |
| Fidelity China Region Fund N/R 849 * Fidelity Conservative Income Bond Fund N/R | Mutual Funds | — | — | $193K | 1.7% | |
| Fidelity Freedom 2035 Fund - Class K N/R | Mutual Funds | — | — | $186K | 1.6% | |
| American Funds 2055 Target Date Retirement Fund N/R | Mutual Funds | — | — | $175K | 1.5% | |
| Fidelity Freedom 2040 Fund - Class K N/R | Mutual Funds | — | — | $163K | 1.4% | |
| Fidelity Low Priced Stock N/R | Mutual Funds | — | — | $163K | 1.4% | |
| Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $158K | 1.4% | |
| Invesco Select Risk Moderate Investor Fund C N/R | Mutual Funds | — | — | $151K | 1.3% | |
| Money Market Funds * Fidelity Government Cash Reserve N/R | Mutual Funds | — | — | $135K | 1.2% | |
| Invesco U.S. Govt Money Portfolio Fund Y N/R | Mutual Funds | — | — | $130K | 1.1% | |
| Invesco Active Allocation Fund Class C N/R | Mutual Funds | — | — | $115K | 1.0% | |
| Shares Vanguard 500 Index Admiral Shares N/R | Common Collective Trusts | — | — | $114K | 1.0% | |
| Guaranteed investment Ameritas Life Insurance Corp. N/R | Common Stocks | — | — | $108K | 0.9% | |
| Invesco Select Risk Conservative Investor Fund A N/R | Mutual Funds | — | — | $104K | 0.9% | |
| Fidelity Balanced Fund N/R | Mutual Funds | — | — | $103K | 0.9% | |
| Fidelity Magellan Fund N/R | Mutual Funds | — | — | $95K | 0.8% | |
| Fidelity Freedom Index 2055 Investor Class N/R 45 * Fidelity Freedom Index Income Fund Investor Class N/R 271 * Fidelity Growth and Income Fund N/R | Mutual Funds | — | — | $92K | 0.8% | |
| Fidelity Contrafund N/R | Mutual Funds | — | — | $84K | 0.7% | |
| Fidelity Dividend Growth Fund N/R | Mutual Funds | — | — | $82K | 0.7% | |
| Fidelity Mid Cap Stock Fund N/R | Mutual Funds | — | — | $82K | 0.7% | |
| Fidelity Government Money Market N/R | Mutual Funds | — | — | $81K | 0.7% | |
| Fidelity Extended Market Index N/R 103 * Fidelity 500 Index N/R | Common Collective Trusts | — | — | $77K | 0.7% | |
| Invesco Select Risk High Growth Investor Fund A N/R | Mutual Funds | — | — | $77K | 0.7% | |
| Fidelity Asset Manager 50% Fund N/R | Mutual Funds | — | — | $74K | 0.6% | |
| Fidelity Focused Stock Fund N/R 218 * Fidelity Freedom 2015 Fund - Class K N/R | Mutual Funds | — | — | $73K | 0.6% | |
| Invesco Select Risk Conservative Investor Fund C N/R | Mutual Funds | — | — | $66K | 0.6% | |
| Fidelity Mid Cap Value Fund N/R 5 * Fidelity NASDAQ Company Index N/R 408 * Fidelity OTC Portfolio N/R 434 * Fidelity Puritan N/R | Mutual Funds | — | — | $64K | 0.6% | |
| Fidelity Freedom 2055 Fund - Class K N/R | Mutual Funds | — | — | $59K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund N/R | Mutual Funds | — | — | $58K | 0.5% | |
| Fidelity Capital Appreciation Fund N/R | Mutual Funds | — | — | $56K | 0.5% | |
| Fidelity Freedom 2050 Fund - Class K N/R | Mutual Funds | — | — | $55K | 0.5% | |
| Fidelity US Bond Index N/R | Mutual Funds | — | — | $51K | 0.4% | |
| Fidelity Blue Chip Value Fund N/R | Mutual Funds | — | — | $49K | 0.4% | |
| Fidelity Freedom 2045 Fund - Class K N/R | Mutual Funds | — | — | $47K | 0.4% | |
| Invesco Global Strategic Income Fund A N/R | Mutual Funds | — | — | $44K | 0.4% | |
| Fidelity Freedom 2020 Fund - Class K N/R | Mutual Funds | — | — | $42K | 0.4% | |
| Shares Vanguard Mid-cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $35K | 0.3% | |
| Fidelity Freedom Index 2050 Investor Class N/R | Mutual Funds | — | — | $34K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | CLEVELAND, OH | THIRD PARTY ADMIN | $13K | — |
