Susan Ahalt Button signed Swift - Society for Worldwide Interbank Financial Telecommunication, I's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swift - Society for Worldwide Interbank Financial Telecommunication, I's EIN is 54-1106980.
Download the official 2024 Form 5500 (PDF) for Swift - Society for Worldwide Interbank Financial Telecommunication, I from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swift - Society for Worldwide Interbank Financial Telecommunication, I'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $99K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl 71,440.48 shares | Mutual Funds | — | — | $37.6M | 12.9% | |
| Empower Annuity Insurance Company of America Group Annuity Contract Interest: 2.54% | Bonds / Notes | — | — | $26.9M | 9.3% | |
| WELLINGTON CIF II GROWTH S2 WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 033 | Common Collective Trust | — | — | $26.1M | 9.0% | |
| Vanguard Small Cap Index Admiral 156,728.59 shares | Mutual Funds | — | — | $17.7M | 6.1% | |
| T.ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $16.1M | 5.6% | |
| JPMorgan US Large Cap Core Plus R5 622,338.2 shares | Other securities | — | — | $15.6M | 5.4% | |
| T.ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $13.4M | 4.6% | |
| Vanguard Total International Stock Index 78,764.06 shares | Mutual Funds | — | — | $12.7M | 4.4% | |
| T.ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $12.5M | 4.3% | |
| T.ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $12.1M | 4.2% | |
| Vanguard Total Bond Market Index 786,778.34 shares | Mutual Funds | — | — | $11.1M | 3.8% | |
| VanGuard Mid Cap Index Ins 129,545.06 shares | Mutual Funds | — | — | $10.6M | 3.6% | |
| MFS Value R4 226,978.2 shares | Mutual Funds | — | — | $10.4M | 3.6% | |
| T.ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.4M | 3.2% | |
| T.ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.9M | 3.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $7.0M | 2.4% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $6.7M | 2.3% | |
| T.ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.3M | 2.2% | |
| Hartford International Opportunities R6 394,169.46 shares | Other securities | — | — | $6.2M | 2.1% | |
| Nuveen Real Estate Securities I 320,933.23 shares | Mutual Funds | — | — | $4.4M | 1.5% | |
| Vanguard Inflation-Protected Secs Administration 219,971.03 shares | Mutual Funds | — | — | $3.6M | 1.3% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $3.3M | 1.1% | |
| DFA US Small Cap Value 42,459.54 shares | Mutual Funds | — | — | $2.7M | 0.9% | |
| T.ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| T.ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.8% | |
| Allspring Emerging Growth Institutuaional 250,709.09 shares | Other securities | — | — | $2.3M | 0.8% | |
| Participant loans Ranges from 4.25% to 9.75% | Bonds / Notes | — | — | $2.0M | 0.7% | |
| T.ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $442K | 0.2% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | 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.
