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Original filing (PDF)20251014061250NAL0003283136001
SWIFT TECHNICAL SERVICES, LLC
Form 5500
FILING_RECEIVED
AIRSWIFT TECHNICAL SERVICES 401(K) PS PLAN & TRUST
401(k) retirement plan
Active participants
541
Accounts w/ balance
639
Plan assets (EOY)
$50.8M
Net assets (EOY)
$50.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWIFT TECHNICAL SERVICES, LLC.
Plan sponsor
Name
SWIFT TECHNICAL SERVICES, LLC
EIN
76-0698360
Address
3050 POST OAK BLVD · SUITE 1450 · HOUSTON, TX · 77056
Phone
(281) 734-1711
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ABIP P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $50.3M(99% of reported assets)
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.
Registered Investment Companies
$48.0M
32 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $5.9M | 11.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $3.6M | 7.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.9M | 5.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 5.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 5.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 5.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 5.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $2.5M | 4.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 4.8% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 4.4% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $1.9M | 3.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.9M | 3.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.7M | 3.4% | |
| AMC HERITAGE R6 | Registered Investment Companies | — | — | $1.5M | 3.0% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $1.5M | 2.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| COL LARGE CAP ENHANCED CORE I3 | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.0M | 2.0% | |
| INVESCO CORE BOND R6 | Registered Investment Companies | — | — | $936K | 1.8% | |
| TOUCHSTONE SMALL COMPANY R6 | Registered Investment Companies | — | — | $814K | 1.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $799K | 1.6% | |
| MFS INTL DIVERSIFICATION R4 | Registered Investment Companies | — | — | $794K | 1.6% | |
| WILLIAM BLAIR SMALL CAP GR R6 | Registered Investment Companies | — | — | $784K | 1.5% | |
| MS GLOBAL FRANCHISE I | Registered Investment Companies | — | — | $421K | 0.8% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $328K | 0.6% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $295K | 0.6% | |
| PUTNAM INTERNATIONAL VALUE R6 | Registered Investment Companies | — | — | $270K | 0.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $262K | 0.5% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $249K | 0.5% | |
| JPMORGAN EMERGING MKTS EQ - R5 | Registered Investment Companies | — | — | $188K | 0.4% | |
| AMC LARGE CAP EQUITY R6 | Registered Investment Companies | — | — | $123K | 0.2% | |
| MASSMUTUAL INFL PROT INC SVC | Registered Investment Companies | — | — | $82K | 0.2% |