Julie Drath signed Southwest Hazard Control's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Hazard Control's EIN is 86-0464764.
Download the official 2024 Form 5500 (PDF) for Southwest Hazard Control from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Hazard Control's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.5M | 83.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $457K | 10.7% | |
| [Assets held in participant loans] | Other | — | — | $254K | 6.0% |
