Justine Saavedra signed Southwest Service Administrators Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Service Administrators Inc.'s EIN is 86-0785790.
Download the official 2024 Form 5500 (PDF) for Southwest Service Administrators Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Service Administrators Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $22K | — |
| NATIONWIDE INSURANCE | 73-0988442 | COLUMBUS, OH | RECORDKEEPER | $14K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $7K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen LfCycInd 2035 Inst Registered Investment Companies | Mutual Funds | — | — | $429K | 11.2% | |
| Nuveen LfCycInd 2030 Inst Registered Investment Companies | Mutual Funds | — | — | $357K | 9.3% | |
| Nuveen LfCycInd 2040 Inst Registered Investment Companies | Mutual Funds | — | — | $230K | 6.0% | |
| Nuveen LfCycInd 2050 Inst Registered Investment Companies | Mutual Funds | — | — | $198K | 5.2% | |
| Nuveen LfCycInd 2025 Inst Registered Investment Companies | Mutual Funds | — | — | $197K | 5.1% | |
| Inc. Bargaining Division 401(k) Plan times through 2028. -0- | Common Stocks | — | — | $192K | 5.0% | |
| NW Inv Dest Mod R6 Registered Investment Companies | Other securities | — | — | $180K | 4.7% | |
| Nuveen LfCycInd 2055 Inst Registered Investment Companies | Mutual Funds | — | — | $167K | 4.4% | |
| NW FXD SEL OPTN Guaranteed Investment Contract | Stable Value | — | — | $159K | 4.2% | |
| Nuveen LfCycInd 2020 Inst Registered Investment Companies | Mutual Funds | — | — | $124K | 3.2% | |
| Fid 500 Indx Registered Investment Companies | Mutual Funds | — | — | $112K | 2.9% | |
| Nuveen LfCycInd 2060 Inst Registered Investment Companies | Mutual Funds | — | — | $103K | 2.7% | |
| Nuveen LfCycInd 2045 Inst Registered Investment Companies | Mutual Funds | — | — | $95K | 2.5% | |
| Fid US Bd Indx Registered Investment Companies | Mutual Funds | — | — | $79K | 2.1% | |
| DodgeCox Intl Stk I Registered Investment Companies | Other securities | — | — | $69K | 1.8% | |
| Nuveen LgCap Gr Indx Inst Registered Investment Companies | Mutual Funds | — | — | $68K | 1.8% | |
| Vngrd Val Indx Adml Registered Investment Companies | Other securities | — | — | $68K | 1.8% | |
| GdmnScs GQGPtnrIntlOppr R6 Registered Investment Companies | Other securities | — | — | $68K | 1.8% | |
| Fid Intl Indx Registered Investment Companies | Mutual Funds | — | — | $66K | 1.7% | |
| NW Loomis AllCap Gr R6 Registered Investment Companies | Other securities | — | — | $63K | 1.7% | |
| PGIM Ttl Rtn Bd R6 Registered Investment Companies | Other securities | — | — | $62K | 1.6% | |
| Fund - Institutional Class Avnts US LgCap Val Inst Registered Investment Companies | Other securities | — | — | $61K | 1.6% | |
| JPM LgCap Gr R6 Registered Investment Companies | Other securities | — | — | $56K | 1.5% | |
| Vngrd Devl Mkt Indx Adml Registered Investment Companies | Common Stocks | — | — | $54K | 1.4% | |
| BlkRk Hi Yld Bd Port K Registered Investment Companies | Other securities | — | — | $47K | 1.2% | |
| PIMCOComdyRealRtn StratInst Registered Investment Companies 412 PIMCO Real Rtn Inst Registered Investment Companies | Mutual Funds | — | — | $44K | 1.1% | |
| Strategy Fund - Institutional Shares Mfs Mdcap Gr R6 Registered Investment Companies | Mutual Funds | — | — | $34K | 0.9% | |
| Col Sel Lgcap Gr Inst2 Registered Investment Companies 72 DFA Emrg Mkt Cor Eq Inst Registered Investment Companies 752 Dfa Us Lgcap Val Inst Registered Investment Companies 87 Diamond Hill MdCap I Registered Investment Companies | Mutual Funds | — | — | $33K | 0.9% | |
| Prncpl Glbl RealEst R6 Registered Investment Companies | Other securities | — | — | $33K | 0.9% | |
| Vngrd SmCap Gr Indx Adml Registered Investment Companies | Other securities | — | — | $30K | 0.8% | |
| Blkrk Strat Inc Oppr I Registered Investment Companies 35 Blkrk Mdcap Gr Eq Inst Registered Investment Companies 55 BlkRk Ttl Rtn K Registered Investment Companies | Common Stocks | — | — | $29K | 0.8% | |
| AB Glbl Bd I Registered Investment Companies 214 AB Global Bond Fund - Class Z Registered Investment Companies | Other securities | — | — | $27K | 0.7% | |
| Fed Hrms Gov Oblgtns Prmr Registered Investment Companies | Other securities | — | — | $27K | 0.7% | |
| Nuveen LfCycInd 2065 Inst Registered Investment Companies | Mutual Funds | — | — | $19K | 0.5% | |
| Vngrd Explr Adml Registered Investment Companies | Other securities | — | — | $19K | 0.5% | |
| Avnts US SmCap Val Inst Registered Investment Companies | Other securities | — | — | $18K | 0.5% | |
| BlkRk Is S P 500 Indx K Registered Investment Companies 511 BlkRk iS TtlStkMkt Indx K Registered Investment Companies | Other securities | — | — | $18K | 0.5% | |
| Vngrd MdCap Val Indx Adml Registered Investment Companies | Other securities | — | — | $16K | 0.4% | |
| Vngrd SmCap Val Indx Adml Registered Investment Companies | Other securities | — | — | $16K | 0.4% | |
| Vngrd Ttl Bnd Mkt ldx Adm Registered Investment Companies | Other securities | — | — | $12K | 0.3% | |
| Vngrd Hi Yld Corp Adml Registered Investment Companies | Common Stocks | — | — | $7K | 0.2% | |
| Vngrd MdCap Gr Indx Adml Registered Investment Companies | Other securities | — | — | $5K | 0.1% | |
| Vngrd Mid-Cap Idx Fd AS Registered Investment Companies 465 Vngrd RealEst Indx Adml Registered Investment Companies 799 Vngrd Sm Cap Indx Fd AS Registered Investment Companies | Common Collective Trusts | — | — | $4K | 0.1% | |
| Vngrd Emrg Mkt StkIndxAdml Registered Investment Companies | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUCO SECURITIES, LLC | 25-1395109 | — | NONE | $0 | — |
| LPL ENTERPRISE LLC | 25-1395109 | — | NONE | $0 | — |
