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Original filing (PDF)20250805074828NAL0001095507001
SSW ADVANCED TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
SSW RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
613
Accounts w/ balance
510
Plan assets (EOY)
$63.0M
Net assets (EOY)
$63.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SSW ADVANCED TECHNOLOGIES, LLC.
Plan sponsor
Name
SSW ADVANCED TECHNOLOGIES, LLC
EIN
82-4873870
Address
435 N WHITTINGTON PKWY, SUITE 100 · LOUISVILLE, KY · 40222
Phone
(800) 942-0286
Industry
Manufacturingsee 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
2025-08-05
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN | 71-0930784 | — | NONE | $89K | — |
Investments
24 direct securities · 1 pooled fund· $63.0M(100% 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.
Uncategorized
$59.1M
24 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement Blend 2030 Mutual fund | — | — | — | $11.8M | 18.7% | |
| Vanguard 500 Index Fund—Admiral Mutual fund | — | — | — | $9.7M | 15.3% | |
| JP Morgan Smart Retirement Blend 2035 Mutual fund | — | — | — | $8.3M | 13.3% | |
| JP Morgan Smart Retirement Blend 2025 Mutual fund | — | — | — | $5.2M | 8.2% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.2% | |
| JP Morgan Smart Retirement Blend 2045 Mutual fund | — | — | — | $3.2M | 5.1% | |
| Vanguard Mid Cap Index Admiral Mutual fund | — | — | — | $3.0M | 4.8% | |
| JP Morgan Smart Retirement Blend 2040 Mutual fund | — | — | — | $2.5M | 3.9% | |
| JP Morgan Smart Retirement Blend 2020 Mutual fund | — | — | — | $2.5M | 3.9% | |
| Vanguard Small Cap Index Fund—Admiral Mutual fund | — | — | — | $2.4M | 3.8% | |
| Charles Schwab Trust Bank Self-directed brokerage account | — | — | — | $1.9M | 3.0% | |
| JP Morgan Smart Retirement Blend 2050 Mutual fund | — | — | — | $1.3M | 2.0% | |
| Vanguard Balanced Index Fund—Admiral Mutual fund | — | — | — | $1.2M | 1.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | — | — | — | $1.1M | 1.7% | |
| JP Morgan Smart Retirement Blend Inc R6 Mutual fund | — | — | — | $1.0M | 1.6% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | — | — | — | $986K | 1.6% | |
| JP Morgan Smart Retirement Blend 2055 Mutual fund | — | — | — | $806K | 1.3% | |
| JP Morgan Smart Retirement Blend 2060 Mutual fund | — | — | — | $739K | 1.2% | |
| Various participants Particpant loans maturing through 2029 with interest rates of 4.25% to 9.50% | — | — | — | $678K | 1.1% | |
| Vanguard High Yield Corporate Admiral Mutual fund | — | — | — | $544K | 0.9% | |
| DFA Commodity Strategy I Mutual fund | — | — | — | $190K | 0.3% | |
| DFA Emerging Markets I Mutual fund | — | — | — | $78K | 0.1% | |
| DFA Global Real Estate Securities I Mutual fund | — | — | — | $75K | 0.1% | |
| DFA Inflation—Protected Securities Mutual fund | — | — | — | $19K | <0.1% | |
| Vanguard Total Intl BD IDX Admiral Mutual fund | — | — | — | $18K | <0.1% |
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