Jerry King signed Skyward, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Skyward, Inc.'s EIN is 39-1471992.
Download the official 2024 Form 5500 (PDF) for Skyward, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Skyward, 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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $179K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $13.0M | 12.2% | |
| Vanguard Index TR 500 Admiral SHS | Mutual Funds | — | — | $8.6M | 8.1% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $8.4M | 7.9% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $7.0M | 6.6% | |
| Dodge and Cox Balanced Fund | Mutual Funds | — | — | $6.4M | 6.0% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $6.1M | 5.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $5.6M | 5.2% | |
| Virtus Ceredex Mid-Cap Value Equity Fund R6 | Other securities | — | — | $5.1M | 4.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $4.3M | 4.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $4.1M | 3.8% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $4.0M | 3.8% | |
| MONEY MARKET COMMON TRUST FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $4.0M | 3.7% | |
| Goldman Sachs Mid Cap Growth Fund R6 | Other securities | — | — | $4.0M | 3.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $3.8M | 3.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.5M | 3.3% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.0% | |
| Vanguard Small Cap Index ADM Fund | Mutual Funds | — | — | $2.8M | 2.7% | |
| Vanguard Real Estate Index Fund ADM | Common Collective Trusts | — | — | $2.0M | 1.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.8M | 1.7% | |
| Wasatch Small Cap Growth Fund | Other securities | — | — | $1.7M | 1.6% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.3M | 1.2% | |
| Dodge and Cox International Stock Fund | Mutual Funds | — | — | $1.1M | 1.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $895K | 0.8% | |
| Goldman Sachs Small Cap Value Fund R6 | Other securities | — | — | $821K | 0.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $778K | 0.7% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $634K | 0.6% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $542K | 0.5% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $503K | 0.5% | |
| Templeton Global Bond R6 | Mutual Funds | — | — | $290K | 0.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $108K | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
