Jason NG signed SWLA Center for Health Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SWLA Center for Health Services' EIN is 72-1015384.
Download the official 2024 Form 5500 (PDF) for SWLA Center for Health Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SWLA Center for Health Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Scwab US Large-Cap Growth ETF Exchange-Traded Fund N/A | Other securities | — | — | $1.2M | 19.5% | |
| ETF Vanguard Total Bond Market ETF Exchange-Traded Fund N/A | Mutual Funds | — | — | $934K | 14.6% | |
| Vanguard Value Index ETF Exchange-Traded Fund N/A | Mutual Funds | — | — | $653K | 10.2% | |
| ETF iShares ESG MSCI KLD 400 ETF Exchange-Traded Fund N/A 5 SPDR Index Ptf Devel World ex-US Exchange-Traded Fund N/A | Other securities | — | — | $560K | 8.8% | |
| Schwab U.S. Small-Cap ETF Exchange-Traded Fund N/A | Mutual Funds | — | — | $556K | 8.7% | |
| Vanguard Mid Cap Index ETF Exchange-Traded Fund N/A | Mutual Funds | — | — | $554K | 8.7% | |
| iShares 0-5 Year TIPS Bond ETF Exchange-Traded Fund N/A | Other securities | — | — | $470K | 7.4% | |
| Vanguard S&P 500 ETF Exchange-Traded Fund N/A | Common Collective Trusts | — | — | $389K | 6.1% | |
| Schwab Short-Term U.S. Treasury ETF Exchange-Traded Fund N/A | Mutual Funds | — | — | $274K | 4.3% | |
| ETF SPDR S&P Emerging Markets ETF Exchange-Traded Fund N/A | Other securities | — | — | $208K | 3.3% | |
| Vanguard Cash Reserves Federal MM Money Market Fund N/A | Mutual Funds | — | — | $139K | 2.2% | |
| Bond ETF Participant Loans The interest rate for participant -0- | Participant loans | — | — | $113K | 1.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $113K | 1.8% | |
| Adm Invesco QQQ Trust ETF Exchange-Traded Fund N/A | Mutual Funds | — | — | $110K | 1.7% | |
| Select Sector SPDR ETF Exchange-Traded Fund N/A | Real Estate | — | — | $58K | 0.9% | |
| SPDR Dow Jones Industrial Average Exchange-Traded Fund N/A | Other securities | — | — | $38K | 0.6% | |
| Aberdeen Standard Gold ETF Trust Exchange-Traded Fund N/A | Other securities | — | — | $15K | 0.2% | |
| SPDR S&P 500 Fossil Fuel Res Free Exchange-Traded Fund N/A | Common Collective Trusts | — | — | $10K | 0.2% | |
| iShares MSCI KLD 400 Social ETF Exchange-Traded Fund N/A | Other securities | — | — | $7K | 0.1% | |
| Schwab US Dividend Equity ETF Exchange-Traded Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Vanguard Emerging Markets Govt Exchange-Traded Fund N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
