Heather Fisher signed SXSW LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SXSW LLC's EIN is 46-1604402.
Download the official 2024 Form 5500 (PDF) for SXSW LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SXSW LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Party Maturity Value Cost Value * Empower Am Funds 2050 Target Date Retire | Other securities | — | — | $2.6M | 11.2% | |
| Empower Fidelity 500 Index | Common Collective Trusts | — | — | $2.5M | 11.0% | |
| Empower Am Funds 2040 Target Date Retire | Other securities | — | — | $2.2M | 9.6% | |
| Empower Am Funds 2025 Target Date Retire | Other securities | — | — | $2.0M | 8.6% | |
| Empower Am Funds 2035 Target Date Retire | Other securities | — | — | $1.9M | 8.3% | |
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.9% | |
| Empower Am Funds 2045 Target Date Retire | Other securities | — | — | $1.5M | 6.5% | |
| Empower Am Funds 2020 Target Date Retire | Other securities | — | — | $1.5M | 6.4% | |
| Empower Am Funds 2030 Target Date Retire | Other securities | — | — | $1.2M | 5.2% | |
| Empower Am Funds 2055 Target Date Retire | Other securities | — | — | $1.1M | 4.9% | |
| Empower Pioneer Bond | Other securities | — | — | $1.0M | 4.4% | |
| Empower Fidelity International Index | Mutual Funds | — | — | $873K | 3.8% | |
| Empower PIMCO Income Instl | Mutual Funds | — | — | $503K | 2.2% | |
| Empower Fidelity MidCap Index | Mutual Funds | — | — | $458K | 2.0% | |
| Empower Am Funds New World | Other securities | — | — | $382K | 1.7% | |
| Empower Fidelity SmallCap Index | Mutual Funds | — | — | $358K | 1.6% | |
| Empower JPMorgan Equity Income | Other securities | — | — | $348K | 1.5% | |
| Empower Victory Sycamore Established Value | Other securities | — | — | $240K | 1.0% | |
| Empower Nuveen Real Estate Securities Sel | Mutual Funds | — | — | $209K | 0.9% | |
| MFS INTL GROWTH EQUITY(IS PLATFORM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $125K | 0.5% | |
| Empower Am Funds 2060 Target Date Retire | Other securities | — | — | $108K | 0.5% | |
| Empower MFS MidCap Growth | Mutual Funds | — | — | $80K | 0.3% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $75K | 0.3% | |
| Empower Am Funds 2065 Target Date Retire | Other securities | — | — | $63K | 0.3% | |
| Empower DFA US Small Cap Growth Instl | Mutual Funds | — | — | $61K | 0.3% | |
| Empower AllSpring Special Small Cap Value ** 138 * Participant Loans Interest Rate: 5.25%-9.5% | Bonds / Notes | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC |
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $48K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEGGY EDGE DBA PEGGY EDGE CPA LLC | — | CEDAR PARK, TX | AUDITOR | $8K | — |
