LISA Wilson signed Southwest Business Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Business Corporation's EIN is 75-1553739.
Download the official 2024 Form 5500 (PDF) for Southwest Business Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Business Corporation'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $267K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSMUS LLP | 42-0714325 | — | NONE | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $29.3M | 10.7% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $24.4M | 8.9% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $19.7M | 7.1% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $19.0M | 6.9% | |
| Vanguard Growth and Income Adm | Mutual Funds | — | — | $13.3M | 4.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $11.6M | 4.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $11.1M | 4.0% | |
| Vanguard Windsor II Fund Admiral | Mutual Funds | — | — | $10.9M | 4.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $10.8M | 3.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $9.2M | 3.3% | |
| MFS Mass Investor Growth Stock R6 | Mutual Funds | — | — | $9.1M | 3.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $9.0M | 3.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $9.0M | 3.3% | |
| MFS Mid Cap Value Plus Fund | Mutual Funds | — | — | $8.0M | 2.9% | |
| Fidelity Total Bond | Mutual Funds | — | — | $7.8M | 2.8% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $7.0M | 2.6% | |
| Fidelity Glb ex US Idx Ins Pre | Common Collective Trusts | — | — | $6.2M | 2.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.9M | 2.2% | |
| various maturities through April 2039 - | Other securities | — | — | $5.9M | 2.2% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $5.5M | 2.0% | |
| AB SC AB SC Growth Portfolio Z | Other securities | — | — | $5.4M | 2.0% | |
| American Beacon Amer Beacon Sm Cap Val R6 | Other securities | — | — | $5.1M | 1.9% | |
| Vanguard Government National Mortgage Fund Admiral | Mutual Funds | — | — | $4.7M | 1.7% | |
| Buffalo International Fund Institutional | Other securities | — | — | $4.5M | 1.6% | |
| T. Rowe Price Overseas Stock Fund I | Other securities | — | — | $3.9M | 1.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.3M | 1.2% | |
| Vanguard Balanced Index Fund Admiral | Common Collective Trusts | — | — | $3.2M | 1.2% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $2.6M | 1.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.4M | 0.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.3M | 0.8% | |
| Principal Real Estate Principal Real Estate Sec R6 | Other securities | — | — | $1.9M | 0.7% | |
| Vanguard Target Retirement Income Investment | Mutual Funds | — | — | $1.0M | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $862K | 0.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $673K | 0.2% | |
| Money Market Fund JPMorgan US Govt MMkt Cap Cl | Cash / Money Market | — | — | $396K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
