Maria Schaeuffler signed Swing Education, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swing Education, Inc.'s EIN is 47-4349654.
Download the official 2024 Form 5500 (PDF) for Swing Education, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swing Education, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock IDX 2050 K N/R | Mutual Funds | — | — | $955K | 25.2% | |
| BlackRock IDX 2055 K N/R | Common Collective Trusts | — | — | $581K | 15.3% | |
| BlackRock LP 2060 K N/R | Other securities | — | — | $572K | 15.1% | |
| Fidelity US Bond IDX N/R | Common Collective Trusts | — | — | $495K | 13.1% | |
| BlackRock IDX 2045 K N/R | Common Collective Trusts | — | — | $442K | 11.7% | |
| Fidelity Total Market IDX N/R | Common Collective Trusts | — | — | $188K | 5.0% | |
| BlackRock IDX 2040 K N/R | Common Collective Trusts | — | — | $162K | 4.3% | |
| BlackRock LP IDX 2065 K N/R | Common Collective Trusts | — | — | $99K | 2.6% | |
| BlackRock IDX 2030 K N/R | Common Collective Trusts | — | — | $71K | 1.9% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $53K | 1.4% | |
| Fidelity Intl IDX N/R | Common Collective Trusts | — | — | $45K | 1.2% | |
| Fidelity Real Estate IDX N/R | Common Collective Trusts | — | — | $27K | 0.7% | |
| Fidelity Lg Cap Growth IDX N/R | Common Collective Trusts | — | — | $18K | 0.5% | |
| MFS International Equity R6 N/R | Mutual Funds | — | — | $16K | 0.4% | |
| BlackRock IDX 2035 K N/R | Common Collective Trusts | — | — | $14K | 0.4% | |
| Fidelity Total Bond K6 N/R | Mutual Funds | — | — | $13K | 0.3% | |
| BlackRock LP IDX Retirement K N/R | Common Collective Trusts | — | — | $10K | 0.3% | |
| Gabelli Large Cap Value R6 N/R | Other securities | — | — | $8K | 0.2% | |
| Money market funds Gabelli US MM I N/R | Cash / Money Market | — | — | $7K | 0.2% | |
| Voya Small Cap Growth R6 N/R | Other securities | — | — | $4K | 0.1% | |
| Pimco RAE US Small I N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Public Investment Public Investment Fund R6 N/R | Other securities | — | — | $2K | <0.1% | |
| Fidelity Interest bearing cash N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
