JEFF HURT signed SWC Group, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SWC Group, LP's EIN is 80-0946676.
Download the official 2024 Form 5500 (PDF) for SWC Group, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SWC Group, LP's plan includes 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHADE TREE PARTNERS LLC | 27-0462027 | — | CONSULTANT | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS IND MOD 2035 FD R WILLMINGTON TRUST, N.A. · EIN 38-4097338 / PN 479 | Common Collective Trust | — | — | $768K | 23.7% | |
| MYCOMPASS IND MOD 2055 FD R WILLMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $596K | 18.4% | |
| MYCOMPASS IND MOD RET FD R WILLMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $298K | 9.2% | |
| Vangrd U.S. Growth Fund Adm Mutual fund - | Other securities | — | — | $298K | 9.2% | |
| MYCOMPASS IND MOD 2045 FD R WILLMINGTON TRUST, N.A. · EIN 38-4097339 / PN 480 | Common Collective Trust | — | — | $168K | 5.2% | |
| Group annuity contract Guaranteed investment contract - | Stable Value | — | — | $119K | 3.7% | |
| Varying maturity dates and interest * Notes receivable from participants rates ranging from 5.50% to 10.50% - | Bonds / Notes | — | — | $115K | 3.6% | |
| Voya Intermediate Bond Fund R6 Mutual fund - | Other securities | — | — | $115K | 3.5% | |
| Vangrd Tot Int Stk In F Adm Mutual fund - | Other securities | — | — | $105K | 3.2% | |
| Vangrd Windsor II Fund Adm Mutual fund - | Other securities | — | — | $101K | 3.1% | |
| American Funds Nw Prspctv R6 Mutual fund - | Mutual Funds | — | — | $99K | 3.1% | |
| Fidelity Emg Mkts Id Fd Mutual fund - | Mutual Funds | — | — | $73K | 2.2% | |
| Fidelity Mid Cap Idx Fd Mutual fund - | Common Collective Trusts | — | — | $67K | 2.1% | |
| Vangrd Explorer Fund Adm Mutual fund - | Other securities | — | — | $47K | 1.4% | |
| Vangrd Intl Grw Fnd Adm Mutual fund - | Other securities | — | — | $38K | 1.2% | |
| MYCOMPASS IND MOD 2065 FD R WILLMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $32K | 1.0% | |
| DFA US Targeted Vl Port Ins Mutual fund - | Mutual Funds | — | — | $31K | 1.0% | |
| Vangrd LifeStrat Inc Fd Inv Mutual fund - 964 Vangrd Mid-Cap Vl Indx Fnd Adm Mutual fund - | Common Stocks | — | — | $30K | 0.9% | |
| Fidelity 500 Index Fund Mutual fund - | Common Collective Trusts | — | — | $29K | 0.9% | |
| Neuberg Berm MdCp Grw Fnd R6 Mutual fund - | Other securities | — | — | $20K | 0.6% | |
| DFA Real Estate Secs Port Ins Mutual fund - | Mutual Funds | — | — | $19K | 0.6% | |
| Voya Government Money Market Fund Money market - | Cash / Money Market | — | — | $17K | 0.5% | |
| Vangrd High-Yd Corp Fnd Adm Mutual fund - | Common Stocks | — | — | $16K | 0.5% | |
| MYCOMPASS IND CNS 2065 FD R WILLMINGTON TRUST, N.A. · EIN 38-7271386 / PN 767 | Common Collective Trust | — | — | $15K | 0.5% | |
| MYCOMPASS IND CNS RET FD R WILLMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $11K | 0.3% | |
| DFA Infl-Prot Sec Port Ins Mutual fund - | Mutual Funds | — | — | $6K | 0.2% | |
| PGIM Global Total Return Fd R6 Mutual fund - | Other securities | — | — | $5K | 0.2% | |
| Fidelity Sm Cp Ind Fd Mutual fund - | Mutual Funds | — | — | $4K | 0.1% | |
| Vangrd Balanced Index Fnd Adm Mutual fund - | Other securities | — | — | $3K | 0.1% |
