Southwestern Community Action Council, Inc.'s EIN is 55-0488202.
Download the official 2024 Form 5500 (PDF) for Southwestern Community Action Council, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwestern Community Action Council, Inc.'s plan includes 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 INS. CO. OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | NEW YORK, NY | INVESTMENT ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $1.2M | 24.8% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $921K | 18.8% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $502K | 10.3% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $484K | 9.9% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $363K | 7.4% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $337K | 6.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $291K | 6.0% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $241K | 4.9% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $227K | 4.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $97K | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $94K | 1.9% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $61K | 1.3% | |
| iShares MSC Eafe International Index K | Other securities | — | — | $53K | 1.1% | |
| Empower Investments EI Fixed Account - Series Class I | Other securities | — | — | $8K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | PITTSBURGH, PA | CONTRACT ADMIN | $11K | — |
