JUDD Thomas signed Schwans Shared Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schwans Shared Services, LLC's EIN is 81-0572771.
Download the official 2024 Form 5500 (PDF) for Schwans Shared Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schwans Shared Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT | 04-3370184 | — | NONE | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY TRUST COMPANY | 04-2647786 | — | NONE | $645K |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500(R) INDEX SECUR STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $197.1M | 31.2% | |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $66.7M | 10.5% | |
| SSGA TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $44.7M | 7.1% | |
| SSGA TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 03-2652813 / PN 023 | Common Collective Trust | — | — | $42.6M | 6.7% | |
| MERCER DIVERSIFIED BOND FUND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $37.2M | 5.9% | |
| SSGA RUSSEL SMALL MID CAP INEX SECU STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $33.1M | 5.2% | |
| SSGA TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $32.1M | 5.1% | |
| SSGA TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $26.4M | 4.2% | |
| MERCER INTERNATIONAL STOCK FUND MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $24.0M | 3.8% | |
| SSGA TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $22.4M | 3.5% | |
| SSGA ALL CAP EQUITY EX-US INDEX SEC STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $21.2M | 3.3% | |
| SSGA TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $16.4M | 2.6% | |
| MERCER SMALL/MID CAP STOCK FUND MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $13.3M | 2.1% | |
| FIDELITY BROKERAGE Various | Mutual Funds | — | — | $12.7M | 2.0% | |
| SSGA TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $11.5M | 1.8% | |
| PARTICIPANTS Participant Loans 4.25% - 9.50% Interest - | Bonds / Notes | — | — | $9.9M | 1.6% | |
| SSGA TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $6.4M | 1.0% | |
| SSGA TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $5.9M | 0.9% | |
| SSGA TARGET RETIREMENT INCOME SECUR STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $3.6M | 0.6% | |
| SSGA TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $2.4M | 0.4% | |
| BLACKROCK US TREASURY INFLATION PRO BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3112180 / PN 001 | Common Collective Trust | — | — | $815K | 0.1% | |
| INSURANCE FUND Insurance Contracts | Other securities | — | — | $434K | <0.1% | |
| Fidelity Treasury Money Market Interest Bearing Cash | Mutual Funds | — | — | $284K | <0.1% | |
| SSGA US BOND INDEX SECURITIES LENDI STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $256K | <0.1% | |
| MAWER INTERNATIONAL EQUITY CIT W GLOBAL TRUST COMPANY · EIN 38-7140710 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2045 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $0 | <0.1% | |
| GQG PARTNERS US SELECT CIT C RELIANCE TRUST COMPANY · EIN 82-6781933 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2055 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% | |
| US TREASURY INFLATION PROTECTED SEC BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4544033 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GQG PARTNERS INTERNATIONAL EQUITY C RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK TOTAL RETURN BOND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2040 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2035 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2030 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2025 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2020 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA RUSSELL ALL CAP INDEX NL SD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA GLOBAL EQUITY INDEX NL SF C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 206 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA GLOBAL EQUITY EX USA INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 016 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACK CREEK MASTER COLLECTIVE INVES SEI TRUST COMPANY · EIN 82-3333269 / PN 110 | Common Collective Trust | — | — | $0 | <0.1% | |
| WELLS FARGO STABLE RETURN FUND W GALLIARD CAPITAL MANAGEMENT · EIN 41-1813702 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA S&P 500 INDEX NL SF CLASS STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $0 | <0.1% | |
| WTC-CIF II CORE BOND PLUS WELLINGTON TRUST COMPANY, NA · EIN 04-2755549 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA US EXTENDED MARKET INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 330 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT INCOME NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2065 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2060 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2050 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| TOWERS WATSON INVESTMENTS SERVICES | 52-1868818 | — | NONE | $154K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $72K | — |
| ARROWMARK PARTNERS | 39-2068140 | — | NONE | $68K | — |
| SANDERS CAPITAL, LLC | 27-0705845 | — | NONE | $47K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $40K | — |
