Sarah Britton signed Swiftly, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swiftly, Inc.'s EIN is 46-5294828.
Download the official 2024 Form 5500 (PDF) for Swiftly, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swiftly, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $894 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.5M | 34.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.8M | 23.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $832K | 11.3% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $589K | 8.0% | |
| COHEN & STEERS INST REALTY 745 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $388K | 5.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $298K | 4.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $269K | 3.6% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $104K | 1.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $99K | 1.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $87K | 1.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $58K | 0.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $54K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $49K | 0.7% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $44K | 0.6% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $38K | 0.5% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $29K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $25K | 0.3% | |
| PRI MID CAP VALUE I - INST | Registered Investment Companies | — | — | $23K | 0.3% | |
| PGIM HIGH YIELD FUND R6 864 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $17K | 0.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $14K | 0.2% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $13K | 0.2% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $3K | <0.1% | |
| CALVERT BOND FUND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $13K |
| — |
