SWI Industrial Solutions DBA Springfield Workshop, Inc.'s EIN is 43-0861414.
Download the official 2024 Form 5500 (PDF) for SWI Industrial Solutions DBA Springfield Workshop, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SWI Industrial Solutions DBA Springfield Workshop, Inc.'s plan includes profit-sharing, a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $350 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JH Lifetime Blend 2035 CIT R2 | Common Collective Trusts | — | — | $272K | 29.7% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $268K | 29.2% | |
| JH Lifetime Blend 2025 CIT R2 | Common Collective Trusts | — | — | $153K | 16.7% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $152K | 16.6% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $150K | 16.4% | |
| 500 Index Fund | Common Collective Trusts | — | — | $146K | 15.9% | |
| JH Lifetime Blend 2055 CIT R2 | Common Collective Trusts | — | — | $85K | 9.3% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $82K | 9.0% | |
| JH Lifetime Blend 2010 CIT $2 | Common Collective Trusts | — | — | $62K | 6.7% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $61K | 6.7% | |
| JH Lifetime Blend 2030 CIT R2 | Common Collective Trusts | — | — | $52K | 5.6% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $51K | 5.6% | |
| JH Lifetime Blend 2040 CIT R2 | Common Collective Trusts | — | — | $23K | 2.5% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $22K | 2.4% | |
| JH Lifetime Blend 2065 CIT R2 | Common Collective Trusts | — | — | $12K | 1.3% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $12K | 1.3% | |
| JH Lifetime Blend 2050 CIT R2 | Common Collective Trusts | — | — | $9K | 1.0% | |
| JH Lifetime Blend 2045 CIT R2 | Common Collective Trusts | — | — | $9K | 1.0% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $9K | 1.0% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $9K | 1.0% | |
| Blackrock Global Allocation | Other securities | — | — | $8K | 0.9% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $8K | 0.9% | |
| JH Lifetime Blend 2060 CIT R2 | Common Collective Trusts | — | — | $7K | 0.8% | |
| Domini Impact Equity Fund | Other securities | — | — | $7K | 0.8% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $7K | 0.8% | |
| DOMINI IMPACT EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $7K | 0.7% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $7K | 0.7% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | 0.6% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $4K | 0.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | 0.4% | |
| Intl Equity Index Fund | Common Collective Trusts | — | — | $3K | 0.3% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | 0.3% | |
| DFA U.S. Small Cap Fund | Mutual Funds | — | — | $1K | 0.2% | |
| JP Morgan Midcap Value Fund | Other securities | — | — | $1K | 0.2% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | 0.2% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | 0.1% | |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $855 | <0.1% | |
| Fidelity Advisor Total Bond | Mutual Funds | — | — | $836 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $820 | <0.1% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $659 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $639 | <0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $625 | <0.1% | |
| Small Cap Stock Fund | Other securities | — | — | $624 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $592 | <0.1% | |
| SMALL CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $591 | <0.1% | |
| DELAWARE IVY ASSET STRATEGY JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DODGE & COX STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
