Cynthia NOCE signed SWBG, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SWBG, LLC's EIN is 38-3958040.
Download the official 2024 Form 5500 (PDF) for SWBG, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SWBG, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $380K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC | 33-0785439 | — | NONE | $80K | — |
| ADVISED ASSETS GROUP, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $254.5M | 94.5% | |
| JAN HEN ENT CF CL III GREAT GRAY TRUST · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $900K | 0.3% |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MGMT |
| $4K |
| — |
