James Johnson signed SWVA, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SWVA, Inc.'s EIN is 55-0621605.
Download the official 2023 Form 5500 (PDF) for SWVA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SWVA, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NATIONAL ASSOCIATION | 22-1146430 | — | ADVISOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds—American Balanced Fund 490,132.689 shares | Mutual Funds | — | $490K | $17.8M | 37.0% | |
| Vanguard 500 Index Fund 10,515.711 shares | Common Collective Trusts | — | $11K | $5.6M | 11.6% | |
| American Funds—AMCAP Fund 109,087.874 shares | Mutual Funds | — | $109K | $5.0M | 10.3% | |
| American Funds—Cap World Growth and Income 37,530.820 shares | Mutual Funds | — | $38K | $2.6M | 5.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $2.5M | $2.5M | 5.1% | |
| September 29, 2028 | Other securities | — | — | $1.9M | 4.0% | |
| Fidelity Advisor Equity Growth Fund # 43,038.466 shares | Mutual Funds | — | $43K | $1.1M | 2.3% | |
| American Funds—Growth Fund of America 13,115.691 shares | Mutual Funds | — | $13K | $1.0M | 2.1% | |
| T. Rowe Price Retirement 2055 Fund 43,577.360 shares | Other securities | — | $44K | $902K | 1.9% | |
| Vanguard Small Cap Growth Index Fund 9,564.799 shares | Common Collective Trusts | — | $10K | $900K | 1.9% | |
| T. Rowe Price Retirement 2040 Fund 27,482.665 shares | Other securities | — | $27K | $878K | 1.8% | |
| MFS Value Fund 14,828.170 shares | Mutual Funds | — | $15K | $798K | 1.7% | |
| T. Rowe Price Retirement 2030 Fund 29,143.181 shares | Other securities | — | $29K | $788K | 1.6% | |
| T. Rowe Price Retirement 2020 Fund 35,542.371 shares | Other securities | — | $36K | $702K | 1.5% | |
| Fidelity Advisor Total Bond Fund 76,738.327 shares | Mutual Funds | — | $77K | $695K | 1.4% | |
| T. Rowe Price Retirement 2050 Fund 34,038.237 shares | Other securities | — | $34K | $671K | 1.4% | |
| American Century Strategic Allocation: Moderate Fund 79,258.899 shares | Other securities | — | $79K | $533K | 1.1% | |
| T. Rowe Price Retirement 2065 Fund 38,968.978 shares | Other securities | — | $39K | $522K | 1.1% | |
| American Century Strategic Allocation: Aggressive Fund 62,404.176 shares | Mutual Funds | — | $62K | $522K | 1.1% | |
| Vanguard Small Cap Index Fund 3,639.551 shares | Common Collective Trusts | — | $4K | $414K | 0.9% | |
| T. Rowe Price Retirement 2060 Fund 23,004.609 shares | Other securities | — | $23K | $397K | 0.8% | |
| Vanguard Mid Cap Index Fund 1,199.691 shares | Common Collective Trusts | — | $1K | $392K | 0.8% | |
| T. Rowe Price Retirement 2025 Fund 16,341.484 shares | Other securities | — | $16K | $287K | 0.6% | |
| T. Rowe Price Retirement 2035 Fund 12,276.054 shares | Other securities | — | $12K | $271K | 0.6% | |
| Vanguard Total Bond Market Fund 18,115.495 shares | Mutual Funds | — | $18K | $179K | 0.4% | |
| American Century Strategic Allocation: Conservative Fund 30,089.412 shares | Other securities | — | $30K | $174K | 0.4% | |
| T. Rowe Price Retirement 2010 Fund 9,517.133 shares | Other securities | — | $10K | $153K | 0.3% | |
| T. Rowe Price Retirement 2045 Fund 5,294.632 shares | Other securities | — | $5K | $123K | 0.3% | |
| Vanguard Developed Markets Index Fund 6,949.360 shares | Common Collective Trusts | — | $7K | $118K | 0.2% | |
| Money market fund * Fidelity Government Money Market Fund 6,580.500 shares | Mutual Funds | — | $7K | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
