Kelly Carney signed Southwest Power Pool, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Power Pool, Inc.'s EIN is 71-0748158.
Download the official 2024 Form 5500 (PDF) for Southwest Power Pool, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Power Pool, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST SECURITY BANK | 71-0159420 | — | INVESTMENT ADVISORY | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | Common Collective Trusts | — | — | $53.7M | 23.9% | |
| JPMorgan Lg Cap Gr R6 - | Other securities | — | — | $24.6M | 11.0% | |
| Vanguard Mid Cap Index Instl - | Mutual Funds | — | — | $23.7M | 10.6% | |
| JP Morgan JPMorgan Core Plus Bd R6 - | Other securities | — | — | $17.2M | 7.6% | |
| Vanguard Small Cap Index Inst - | Mutual Funds | — | — | $14.8M | 6.6% | |
| John Hancock JHancock3 Disciplined Val R6 - | Other securities | — | — | $10.8M | 4.8% | |
| Hartford Schroders Intl Stk SDR - | Other securities | — | — | $9.5M | 4.2% | |
| FEDERATED HERMES CAPITAL PRESERV R6 FEDERATED · EIN 22-2712854 / PN 001 | Common Collective Trust | — | — | $8.1M | 3.6% | |
| Allspring Spec Mid Cap Val R6 - | Other securities | — | — | $7.1M | 3.2% | |
| Blackrock Lifepath Index 2055 K - | Other securities | — | — | $5.7M | 2.5% | |
| Janus Henderson Enterprise N - | Mutual Funds | — | — | $4.3M | 1.9% | |
| Blackrock Lifepath Index 2035 K - | Other securities | — | — | $4.1M | 1.8% | |
| Blackrock Lifepath Index 2050 K - | Other securities | — | — | $3.4M | 1.5% | |
| Lord Abbett Lord Abbett Short Duration Inc R6 - | Mutual Funds | — | — | $3.4M | 1.5% | |
| JPMorgan Govt Bd R6 - | Other securities | — | — | $3.2M | 1.4% | |
| Blackrock Lifepath Index 2045 K - | Other securities | — | — | $2.8M | 1.2% | |
| American Century American Century Small Cap Val R6 - | Other securities | — | — | $2.6M | 1.2% | |
| Janus Henderson Venture N - | Mutual Funds | — | — | $2.6M | 1.1% | |
| Fidelity Intl Small Cap Opp - | Mutual Funds | — | — | $2.5M | 1.1% | |
| Blackrock Lifepath Index 2040 K - | Other securities | — | — | $2.4M | 1.1% | |
| Blackrock Lifepath Index 2030 K - | Other securities | — | — | $2.3M | 1.0% | |
| Vanguard Total Bd Mkt Index Adm - | Mutual Funds | — | — | $2.1M | 0.9% | |
| Vanguard Total Stock Mkt Index Adm - | Mutual Funds | — | — | $2.0M | 0.9% | |
| Vanguard Developed Mkt Index Adm - | Mutual Funds | — | — | $1.9M | 0.8% | |
| GQG Partners Emerging Markets Equity R6 - | Other securities | — | — | $1.8M | 0.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 0.8% | |
| various maturity dates; secured by participants' vested balances - | Other securities | — | — | $1.7M | 0.8% | |
| Blackrock Lifepath Index Retment K - | Other securities | — | — | $1.6M | 0.7% | |
| Vanguard Gr Index Adm - | Mutual Funds | — | — | $1.6M | 0.7% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares - | Other securities | — | — | $1.2M | 0.5% | |
| Vanguard Val Index Adm | Mutual Funds | — | — | $573K | 0.3% | |
| Guggenheim Macro Opp Instl - | Other securities | — | — | $507K | 0.2% | |
| Blackrock iShares Russell Small/Mid-Cap Idx K - | Common Collective Trusts | — | — | $347K | 0.2% | |
| Cohen & Steers Cohen & Steers Pre Sec & Inc Z - | Common Stocks | — | — | $251K | 0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account - | Cash / Money Market | — | — | $7K | <0.1% |
