Southwest Security, Inc.'s EIN is 64-0639663.
Download the official 2024 Form 5500 (PDF) for Southwest Security, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Security, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. | 01-0233346 | — | SERVICE PROVIDER | $276 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $9.6M | 96.6% | |
| 500 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $938K | 9.4% | |
| JP MORGAN U.S. EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $902K | 9.0% | |
| FIDELITY CONTRAFUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $871K | 8.7% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $788K | 7.9% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $594K | 6.0% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $559K | 5.6% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $478K | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $436K | 4.4% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $403K | 4.0% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $402K | 4.0% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $268K | 2.7% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $262K | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $251K | 2.5% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $208K | 2.1% | |
| PIMCO REAL RETURN JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $207K | 2.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $207K | 2.1% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $206K | 2.1% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $191K | 1.9% | |
| INVESCO GLOBAL FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $156K | 1.6% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 1.5% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $141K | 1.4% | |
| SMALL CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $135K | 1.4% | |
| MID CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $127K | 1.3% | |
| MONEY MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $98K | 1.0% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $98K | 1.0% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $63K | 0.6% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.6% | |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.5% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $45K | 0.4% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.4% | |
| SMALL CAP VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| HIGH YIELD FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.3% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| FRANKLIN MUTUAL BEACON FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.2% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| MFS UTILITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $185 | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62 | <0.1% |
