Denis Henry signed SWCA, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SWCA, Incorporated's EIN is 86-0483317.
Download the official 2024 Form 5500 (PDF) for SWCA, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SWCA, Incorporated's plan includes profit-sharing, an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-1737782 | — | INVESTMENT MANAGEMENT | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SWCA, Inc. Common Stock Common Stock, 174,343 Shares | Common Stocks | — | $2.3M | $102.7M | 92.5% | |
| WisdomTree Floating Rate Treasury Fund Exchange Traded Fund | Bonds / Notes | — | $2.1M | $2.1M | 1.9% | |
| TCW Flexible Income ETF Exchange Traded Fund | Other securities | — | $2.4M | $2.1M | 1.9% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | $2.3M | $2.1M | 1.8% | |
| AQR Large Cap Multi-Style Fund Class R6 Mutual Fund | Other securities | — | $1.0M | $1.1M | 0.9% | |
| AQR International Multi-Style CL R6 Mutual Fund | Other securities | — | $542K | $531K | 0.5% | |
| AQR Emerging Multi-Style II R6 Mutual Fund | Other securities | — | $220K | $224K | 0.2% | |
| AQR Small Cap Multi-Style R6 Mutual Fund | Other securities | — | $184K | $180K | 0.2% | |
| Cash | Cash / Money Market | — | $53K | $53K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
