Don Swanson signed Don Swanson's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Don Swanson's EIN is 71-0424553.
Download the official 2024 Form 5500 (PDF) for Don Swanson from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Don Swanson's plan includes a 403(b) annuity, 403(b) custodial accounts.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | — | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HCJ CPAS & ADVISORS PLLC | 71-0650689 | LITTLE ROCK, AR | — | — | — |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $614K | 2.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 46-2648231 | MADISON, WI | — | $8K | — |
