Elaine Williams signed Southwest Electric Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Electric Co.'s EIN is 73-0558653.
Download the official 2024 Form 5500 (PDF) for Southwest Electric Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Electric Co.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen S&P 500 Index R6 | Common Collective Trusts | — | — | $1.4M | 12.4% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $1.3M | 11.6% | |
| Vanguard Investments Target Retirement 2030 Inv. | Mutual Funds | — | — | $767K | 6.7% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $629K | 5.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $570K | 5.0% | |
| Vanguard Investments Target Retirement 2035 Inv. | Mutual Funds | — | — | $425K | 3.7% | |
| Vanguard Investments Target Retirement 2055 Inv. | Mutual Funds | — | — | $412K | 3.6% | |
| Nuveen Inflation Link Bond R6 | Mutual Funds | — | — | $400K | 3.5% | |
| Vanguard Investments Target Retirement Income Inv. | Mutual Funds | — | — | $386K | 3.4% | |
| Vanguard Investments Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $378K | 3.3% | |
| Nuveen Small-Cap Blend Index R6 | Mutual Funds | — | — | $374K | 3.3% | |
| Vanguard Investments Target Retirement 2050 Inv. | Mutual Funds | — | — | $349K | 3.1% | |
| Notes receivable from participants | Other securities | — | — | $340K | 3.0% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $286K | 2.5% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $265K | 2.3% | |
| Vanguard Investments Target Retirement 2045 Inv. | Mutual Funds | — | — | $246K | 2.2% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $237K | 2.1% | |
| Vanguard Investments Target Retirement 2040 Inv. | Mutual Funds | — | — | $232K | 2.0% | |
| JPMorgan Funds Equity Income R6 | Other securities | — | — | $219K | 1.9% | |
| Empower Retirement International Value Inst. | Other securities | — | — | $218K | 1.9% | |
| Columbia Threadneedle US Contrarian Core Inst. 3 | Other securities | — | — | $214K | 1.9% | |
| Vanguard Investments Target Retirement 2025 Inv. | Mutual Funds | — | — | $189K | 1.7% | |
| Victory Capital Management Sycamore Established Value R6 | Other securities | — | — | $187K | 1.6% | |
| Macquarie Small Cap Value R6 | Other securities | — | — | $181K | 1.6% | |
| Massachusetts Financial Services MFS Value R6 | Mutual Funds | — | — | $146K | 1.3% | |
| Vanguard Investments Target Retirement 2020 Inv. | Mutual Funds | — | — | $131K | 1.1% | |
| Empower Retirement Multi-Sector Bond Inst. | Other securities | — | — | $128K | 1.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $126K | 1.1% | |
| Neuberger Berman Real Estate R6 | Other securities | — | — | $92K | 0.8% | |
| Empower Retirement T. Rowe Price Mid Cap Growth | Other securities | — | — | $76K | 0.7% | |
| PIMCO Investments Commodity Real Return Strategy Inst. | Mutual Funds | — | — | $74K | 0.6% | |
| Vanguard Investments Target Retirement 2060 Inv. | Mutual Funds | — | — | $72K | 0.6% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $60K | 0.5% | |
| AllianceBernstein Large Cap Growth Z | Other securities | — | — | $50K | 0.4% | |
| Principal High Yield R6 | Other securities | — | — | $45K | 0.4% | |
| AllianceBernstein Small Cap Growth Z | Other securities | — | — | $36K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CETERA ADVISOR NETWORKS LLC |
| — |
| EL SEGUNDO, CA |
| INVESTMENT ADVISOR |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | — | FARMINGTON, CT | CONTRACT ADMIN | $11K | — |
