Heather Ullery signed Swanson Industries, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swanson Industries, Inc.'s EIN is 55-0770512.
Download the official 2023 Form 5500 (PDF) for Swanson Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Swanson Industries, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED WEALTH MANAGEMENT | 55-6100340 | CHARLESTON, WV | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Asset Fund Mutual Funds Vanguard Investments Vanguard Total Stock Market | Mutual Funds | — | $1.6M | $4.3M | 50.6% | |
| ETF Vanguard Investments Vanguard Intermediate-Term | Mutual Funds | — | $1.9M | $1.7M | 19.7% | |
| Bond ETF Vanguard Investments Vanguard Total International | Mutual Funds | — | $1.1M | $1.2M | 14.6% | |
| Stock ETF Vanguard Investments Vanguard Short-Term Bond | Mutual Funds | — | $884K | $846K | 10.0% | |
| Price Selling 458,772 | Other securities | — | $459K | $831K | 9.8% | |
| Money Market Fund * United Bank, Inc. United Bank, Inc. Liquid | Cash / Money Market | — | $410K | $410K | 4.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
