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Original filing (PDF)20251014061352NAL0001057827001
SWIFT TECHNICAL SERVICES, LLC
Form 5500
FILING_RECEIVED
AIRSWIFT OIL AND GAS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,274
Accounts w/ balance
1,243
Plan assets (EOY)
$71.9M
Net assets (EOY)
$71.9M
How this plan invests
This plan
3 pooled trusts
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
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
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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 PC
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 | $92K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
32 direct securities · 3 pooled funds· $70.8M(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
$67.3M
32 holdings
Common Collective Trust
$3.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $7.1M | 9.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $6.8M | 9.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $6.1M | 8.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $6.1M | 8.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $5.2M | 7.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $4.7M | 6.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.5M | 4.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $3.4M | 4.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $3.3M | 4.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $3.0M | 4.2% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $2.4M | 3.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.1M | 2.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.9M | 2.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.9M | 2.6% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $1.6M | 2.3% | |
| COL LARGE CAP ENHANCED CORE I3 | Registered Investment Companies | — | — | $1.6M | 2.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 2.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.3M | 1.9% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $722K | 1.0% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $720K | 1.0% | |
| AMC HERITAGE R6 | Registered Investment Companies | — | — | $705K | 1.0% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $677K | 0.9% | |
| INVESCO CORE BOND R6 | Registered Investment Companies | — | — | $636K | 0.9% | |
| TOUCHSTONE SMALL COMPANY R6 | Registered Investment Companies | — | — | $597K | 0.8% | |
| WILLIAM BLAIR SMALL CAP GR R6 | Registered Investment Companies | — | — | $592K | 0.8% | |
| MS GLOBAL FRANCHISE I | Registered Investment Companies | — | — | $507K | 0.7% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $433K | 0.6% | |
| JPMORGAN EMERGING MKTS EQ - R5 | Registered Investment Companies | — | — | $426K | 0.6% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $351K | 0.5% | |
| MASSMUTUAL INFL PROT INC SVC | Registered Investment Companies | — | — | $347K | 0.5% | |
| MFS INTL DIVERSIFICATION R4 | Registered Investment Companies | — | — | $330K | 0.5% | |
| PUTNAM INTERNATIONAL VALUE R6 | Registered Investment Companies | — | — | $216K | 0.3% | |
| AMC LARGE CAP EQUITY R6 | Registered Investment Companies | — | — | $206K | 0.3% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |