The Swift Group Holdings, LLC's EIN is 83-4250369.
Download the official 2024 Form 5500 (PDF) for The Swift Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Swift Group Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | ADVISOR | $76K | — |
| STRATEGIC ADVISORS, INC. |
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.
| 04-2654524 |
| — |
| ADVISOR |
| $17K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $5.1M | 11.6% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $4.3M | 9.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.2M | 9.6% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $4.1M | 9.2% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $3.9M | 8.8% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $3.0M | 6.7% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $2.9M | 6.6% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $2.9M | 6.5% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $2.5M | 5.6% | |
| Dodge & Cox Global Bond I 357 iShares Russell 1000 Large-Cap Index Fund Class K | Common Collective Trusts | — | — | $909K | 2.1% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $895K | 2.0% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $848K | 1.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $826K | 1.9% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $815K | 1.8% | |
| Franklin Rising Dividends Fund R6 Class | Mutual Funds | — | — | $522K | 1.2% | |
| Collective Trust Fund Invesco Stable Value Fund Class A1 | Stable Value | — | — | $516K | 1.2% | |
| Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $514K | 1.2% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $440K | 1.0% | |
| Guggenheim Total Return Bond Instl | Other securities | — | — | $418K | 0.9% | |
| BlackRock High Equity Income Fund 170 Brandywine Global High Yield | Other securities | — | — | $409K | 0.9% | |
| iShares MSCI EAFE International Index Fund Class K | Common Collective Trusts | — | — | $393K | 0.9% | |
| maturing through August 2029 | Other securities | — | — | $392K | 0.9% | |
| Fidelity Select Technology | Mutual Funds | — | — | $370K | 0.8% | |
| Calvert Equity Fund Class I | Other securities | — | — | $324K | 0.7% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $300K | 0.7% | |
| Brandes International Eq R6 | Other securities | — | — | $277K | 0.6% | |
| Needham Aggressive Growth Fund | Other securities | — | — | $264K | 0.6% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $251K | 0.6% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $226K | 0.5% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $221K | 0.5% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $197K | 0.4% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $189K | 0.4% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $142K | 0.3% | |
| American Funds Bond Fund of America Class R6 | Mutual Funds | — | — | $132K | 0.3% | |
| Empower Annuity Insurance Company of America Stable Value Fund | Guaranteed Income / GIC | — | — | $127K | 0.3% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $117K | 0.3% | |
| Value Line Mid Cap Focused Fund | Other securities | — | — | $75K | 0.2% | |
| Touchstone Small Company Y Fund | Common Stocks | — | — | $58K | 0.1% | |
| Victory Government Securities R6 | Other securities | — | — | $47K | 0.1% | |
| Brandes International Small Cap Equity Fund R6 | Other securities | — | — | $38K | <0.1% | |
| Pimco Income Inst | Mutual Funds | — | — | $34K | <0.1% | |
| FMI Common Stock Fund Investor Class | Common Stocks | — | — | $29K | <0.1% | |
| Harbor International Core Retirement | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| John Hancock Disciplined Value Mid Cap I | Other securities | — | — | $9K | <0.1% | |
| BlackRock Global Allocation I | Other securities | — | — | $2K | <0.1% | |
| Invesco Corporate Bond R6 | Mutual Funds | — | — | $2K | <0.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2060 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2055 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2035 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% |
