Carrie Brownschmidt signed Southwest Texas Equipment Distributors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Texas Equipment Distributors, Inc.'s EIN is 74-2584530.
Download the official 2024 Form 5500 (PDF) for Southwest Texas Equipment Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Texas Equipment Distributors, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCADO ASSET MANAGEMENT LLC | 82-1492364 | — | ADVISOR | $23K | — |
| 1900 WEALTH MANAGEMENT LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST TR 2025 K Mutual Fund | Other securities | — | — | $4.8M | 24.6% | |
| STATE ST TR 2020 K Mutual Fund | Other securities | — | — | $3.3M | 16.9% | |
| STATE ST TR 2035 K Mutual Fund | Other securities | — | — | $2.0M | 10.2% | |
| STATE ST TR 2040 K Mutual Fund | Other securities | — | — | $1.8M | 9.3% | |
| STATE ST TR 2030 K Mutual Fund | Other securities | — | — | $1.6M | 8.2% | |
| STATE ST TR 2050 K Mutual Fund | Other securities | — | — | $1.3M | 6.7% | |
| STATE ST TR 2055 K Mutual Fund | Other securities | — | — | $866K | 4.4% | |
| STATE ST TR INC K Mutual Fund | Common Stocks | — | — | $719K | 3.7% | |
| STATE ST TR 2045 K Mutual Fund | Other securities | — | — | $705K | 3.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $484K | 2.5% | |
| DFA US LGCAP GRTH IS Mutual Fund | Mutual Funds | — | — | $426K | 2.2% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $334K | 1.7% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $247K | 1.3% | |
| FID SM CAP GR IDX Mutual Fund | Common Collective Trusts | — | — | $161K | 0.8% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $147K | 0.8% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $127K | 0.6% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $112K | 0.6% | |
| STATE ST TR 2060 K Mutual Fund | Other securities | — | — | $111K | 0.6% | |
| MFS VALUE R6 Mutual Fund | Mutual Funds | — | — | $105K | 0.5% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $67K | 0.3% | |
| FID GOVT MMKT K6 Interest Bearing Cash | Mutual Funds | — | — | $57K | 0.3% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $34K | 0.2% | |
| DFA US TARGET VAL I Mutual Fund ** 181 STATE ST TR 2065 K Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| DFA REAL EST SEC I Mutual Fund | 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.
| 47-4748357 |
| — |
| ADVISOR |
| $15K |
| — |
