Grace SHIH signed SWNB Bancorp Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SWNB Bancorp Inc.'s EIN is 73-1696442.
Download the official 2024 Form 5500 (PDF) for SWNB Bancorp Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SWNB Bancorp 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $3.2M | 21.1% | |
| Empower Annuity Insurance Co of GROUP ANNUITY CONTRACT | Common Stocks | — | — | $2.2M | 14.8% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $1.7M | 11.1% | |
| FIDELITY ADVISOR EQUITY GRW Z | Mutual Funds | — | — | $1.3M | 8.7% | |
| VANGUARD DIVIDEND GROWTH INV | Mutual Funds | — | — | $805K | 5.3% | |
| VANGUARD TARGET RET 2020 INV | Mutual Funds | — | — | $592K | 3.9% | |
| VANGUARD TARGET RET 2040 INV | Mutual Funds | — | — | $559K | 3.7% | |
| VANGUARD TARGET RET 2050 INV | Mutual Funds | — | — | $476K | 3.1% | |
| VANGUARD DEVELP MARKET INDEX ADM | Mutual Funds | — | — | $460K | 3.0% | |
| JPMORGAN US RESEARCH ENHANCED EQU I | Other securities | — | — | $458K | 3.0% | |
| NEW YORK LIFE MGMT NYLI MACKAY TOTAL RETURN BOND I | Other securities | — | — | $349K | 2.3% | |
| VANGUARD TARGET RET 2030 INV | Mutual Funds | — | — | $338K | 2.2% | |
| VANGUARD MID CAP INDEX FUND ADM | Common Collective Trusts | — | — | $335K | 2.2% | |
| AMERICAN FUNDS AMERICAN FUNDS US GOVT SEC R6 | Mutual Funds | — | — | $318K | 2.1% | |
| VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $259K | 1.7% | |
| PRUDENTIAL FINANCIAL PGIM HIGH YIELD Z | Other securities | — | — | $226K | 1.5% | |
| VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $221K | 1.5% | |
| DFA US SMALL CAP I | Mutual Funds | — | — | $166K | 1.1% | |
| NEW YORK LIFE MGMT NYLI INCOME BUILDER I | Other securities | — | — | $166K | 1.1% | |
| VANGUARD WELLESLEY INCOME ADM | Mutual Funds | — | — | $164K | 1.1% | |
| VANGUARD TARGET RET INCOME INV | Mutual Funds | — | — | $137K | 0.9% | |
| America * Participants Participant Loans Rates from 5.75% to 9.50% | Bonds / Notes | — | — | $109K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Mutual Funds | — | — | $108K | 0.7% | |
| PRUDENTIAL FINANCIAL PGIM GLOBAL TOTAL RETURN R6 | Other securities | — | — | $88K | 0.6% | |
| LORD ABBETT & CO LORD ABBET SHORT DURATION INC I | Mutual Funds | — | — | $58K | 0.4% | |
| VANGUARD LIFESTRATEGY GROWTH INV | Mutual Funds | — | — | $44K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| JERSEY CITY, NJ |
| BROKER/ADVISER |
| $0 |
| — |
