Florian Melder signed Swoboda, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swoboda, Inc.'s EIN is 38-3353972.
Download the official 2023 Form 5500 (PDF) for Swoboda, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Swoboda, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES |
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 Target Ret 2035 Fund | Mutual Funds | — | — | $1.7M | 23.7% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 18.9% | |
| Vanguard Target Ret 2055 Fund | Mutual Funds | — | — | $701K | 9.9% | |
| Vanguard Target Ret 2045 Fund | Mutual Funds | — | — | $594K | 8.4% | |
| Vanguard Target Ret 2030 Fund | Mutual Funds | — | — | $351K | 4.9% | |
| JPMorgan JPM Large Cap Growth R6 | Other securities | — | — | $346K | 4.9% | |
| Vanguard Target Ret 2060 Fund | Mutual Funds | — | — | $340K | 4.8% | |
| Vanguard Target Ret 2050 Fund | Mutual Funds | — | — | $297K | 4.2% | |
| Vanguard Target Ret 2040 Fund | Mutual Funds | — | — | $246K | 3.5% | |
| Vanguard Target Ret 2065 Fund | Mutual Funds | — | — | $231K | 3.2% | |
| Vanguard Target Ret 2020 Fund | Mutual Funds | — | — | $177K | 2.5% | |
| Allspring Global Investments Allspring Spc Mid Cap Value R6 | Other securities | — | — | $159K | 2.2% | |
| Money market fund Vanguard Admiral Funds Vanguard Treasury Money Market | Mutual Funds | — | — | $129K | 1.8% | |
| American Funds American New Perspective R6 | Mutual Funds | — | — | $106K | 1.5% | |
| Vanguard Target Ret 2025 Fund | Mutual Funds | — | — | $105K | 1.5% | |
| Avantis Investors Avantis US SC Value Instl | Other securities | — | — | $83K | 1.2% | |
| maturities from 2024 to 2029 | Other securities | — | — | $77K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $73K | 1.0% | |
| Fidelity Investments Fidelity Total Bond Fund K6 | Mutual Funds | — | — | $24K | 0.3% | |
| Franklin Templeton Investments Putnam Large Cap Value Y | Mutual Funds | — | — | $18K | 0.2% | |
| American Funds American High Income Trust R6 | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $11K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation- Protect Secs 1 | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Midcap Growth Index Adm | Mutual Funds | — | — | $8K | 0.1% | |
| American Funds American New World Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% | |
| CB LARGE CAP GR R1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | 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.
| 35-2552359 |
| — |
| ADVISOR |
| $9K |
| — |
| WILSHIRE ASSOCIATES INC | 95-2755361 | — | INVESTMENT ADVISOR | $0 | — |
