Leandro TANE signed Swire Pacific Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swire Pacific Holdings Inc.'s EIN is 87-0424812.
Download the official 2024 Form 5500 (PDF) for Swire Pacific Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swire Pacific Holdings Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $526K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $87K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2035 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $54.3M | 15.9% | |
| T. ROWE PRICE RTM 2040 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $47.7M | 14.0% | |
| T. ROWE PRICE RTM 2030 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $44.2M | 13.0% | |
| T. ROWE PRICE RTM 2045 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $42.5M | 12.4% | |
| T. ROWE PRICE RTM 2025 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $34.4M | 10.1% | |
| T. ROWE PRICE RTM 2050 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $26.5M | 7.8% | |
| T. ROWE PRICE RTM 2055 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $17.6M | 5.1% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $13.8M | 4.0% | |
| T ROWE PRICE RTM 2060 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.9M | 3.2% | |
| Notes receivable from participants Maturing 2025-2032 at interest rates of 3.25% - 9.50% - | Bonds / Notes | — | — | $9.9M | 2.9% | |
| Coca-Cola Stock Fund S Unitized Security Account N/A | Other securities | — | — | $7.1M | 2.1% | |
| T ROWE PRICE RTM 2065 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $6.4M | 1.9% | |
| T. ROWE PRICE RTM 2020 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.7% | |
| MetLife Rel Stable Value Stable Value Fund N/A | Stable Value | — | — | $5.0M | 1.5% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.0M | 1.5% | |
| MFS Mass Inv Growth Stk Mutual Fund N/A | Mutual Funds | — | — | $2.8M | 0.8% | |
| T. ROWE PRICE RTM 2015 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| Fidelity Mid Cp Index Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 0.4% | |
| JP Morgan Mid Cap Growth Mutual Fund N/A | Other securities | — | — | $1.2M | 0.4% | |
| Neub Berm Lg Cp Val Mutual Fund N/A | Other securities | — | — | $1.2M | 0.4% | |
| Fidelity Small Cap Grwth Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 0.3% | |
| Fidelity Adv Intl Cap App Z Mutual Fund N/A | Mutual Funds | — | — | $859K | 0.3% | |
| Amer Funds Amer Bal Mutual Fund N/A | Other securities | — | — | $634K | 0.2% | |
| Fidelity Sm Cap Index Mutual Fund N/A | Mutual Funds | — | — | $572K | 0.2% | |
| Dodge & Cox Income X Mutual Fund N/A | Mutual Funds | — | — | $552K | 0.2% | |
| Fidelity US Bond Index Mutual Fund N/A | Mutual Funds | — | — | $551K | 0.2% | |
| DFA Large Cap Int'l I Mutual Fund N/A | Mutual Funds | — | — | $423K | 0.1% | |
| American Funds NewWorld Mutual Fund N/A | Mutual Funds | — | — | $361K | 0.1% | |
| DFA US Targeted Value I Mutual Fund N/A | Mutual Funds | — | — | $358K | 0.1% | |
| PRIN GLOBAL REIT FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5279909 / PN 001 | Common Collective Trust | — | — | $281K | <0.1% | |
| Vgd Infl-Prot Sec Adm Mutual Fund N/A | Other securities | — | — | $273K | <0.1% | |
| MFS Mid Cap Value Mutual Fund N/A | Mutual Funds | — | — | $261K | <0.1% | |
| T. ROWE PRICE RTMT BAL TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $26K | <0.1% | |
| T. ROWE PRICE RTM 2005 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $25K | <0.1% | |
| T. ROWE PRICE RTM 2010 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
