Brenda Reimche signed Swinerton Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Swinerton Incorporated's EIN is 93-1132374.
Download the official 2024 Form 5500 (PDF) for Swinerton Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Swinerton Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, 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 | $508K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISORY | — | — |
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 | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow Lg Cap Gr I | Other securities | — | $0 | $325.1M | 39.1% | |
| Prin Real Estate Secs R5 Fund | Other securities | — | $0 | $85.1M | 10.2% | |
| Swinerton - Employer Security | Other securities | — | $0 | $54.9M | 6.6% | |
| FLEXPATH INDEX CONSERV 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | $0 | $47.2M | 5.7% | |
| FLEXPATH INDEX CONSERV 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | $0 | $43.9M | 5.3% | |
| FLEXPATH INDEX CONSERV 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | $0 | $38.6M | 4.6% | |
| FLEXPATH INDEX AGGRSIVE 2055 M | Other securities | — | $0 | $34.9M | 4.2% | |
| NEW YORK LIFE SV ANCHOR ACCT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 129 | Pooled Separate Account | — | — | $25.3M | 3.0% | |
| FLEXPATH INDEX MODERATE 2065 M | Other securities | — | $0 | $25.2M | 3.0% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | $0 | $25.2M | 3.0% | |
| FLEXPATH INDEX CONSERV RET M GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | $0 | $22.7M | 2.7% | |
| NEW YORK LIFE SV ANCHOR ACCT | Other securities | — | $0 | $20.6M | 2.5% | |
| FLEXPATH INDEX AGGRSIVE 2045 M | Other securities | — | $0 | $15.4M | 1.9% | |
| FLEXPATH INDEX AGGRSIVE 2035 M | Other securities | — | $0 | $15.2M | 1.8% | |
| DODGE & COX STOCK X FUND | Mutual Funds | — | $0 | $10.3M | 1.2% | |
| FLEXPATH INDEX MODERATE 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | $0 | $8.1M | 1.0% | |
| BlackRock EAFE Eq Indx Fd Cl 1 | Other securities | — | $0 | $8.0M | 1.0% | |
| FLEXPATH INDEX AGGRSIVE 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $8.0M | 1.0% | |
| FLEXPATH INDEX AGGRSIVE 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $7.8M | 0.9% | |
| BlackRock Advtg Sm Cap Core K | Other securities | — | $0 | $7.8M | 0.9% | |
| FLEXPATH INDEX MODERATE 2045 M | Other securities | — | $0 | $7.4M | 0.9% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $6.2M | 0.7% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $6.2M | 0.7% | |
| FLEXPATH INDEX MODERATE 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | $0 | $4.9M | 0.6% | |
| FLEXPATH INDEX MODERATE 2035 M | Other securities | — | $0 | $4.5M | 0.5% | |
| Baird Aggregate Bond Inst Fund | Other securities | — | $0 | $4.3M | 0.5% | |
| FLEXPATH INDEX AGGRSIVE 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $4.3M | 0.5% | |
| FLEXPATH INDEX MODERATE 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | $0 | $3.4M | 0.4% | |
| FLEXPATH INDEX CONSERV 2065 M GREAT GRAY TRUST COMPANY · EIN 38-7271380 / PN 761 | Common Collective Trust | — | $0 | $2.9M | 0.3% | |
| FLEXPATH INDEX AGGRSSIVE RET M GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $2.3M | 0.3% | |
| DODGE & COX INTL STOCK X FUND | Mutual Funds | — | $0 | $2.3M | 0.3% | |
| iShs US Agg Bond Index K Fund | Other securities | — | $0 | $823K | <0.1% | |
| FLEXPATH INDEX AGGRSIVE 2065 M GREAT GRAY TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $823K | <0.1% | |
| Swinerton Stock Fund | Other securities | — | $0 | $406K | <0.1% | |
| FLEXPATH INDEX MODERATE RET M GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $406K | <0.1% | |
| FLEXPATH INDEX CONSERV 2035 M | Other securities | — | $0 | $306K | <0.1% | |
| FLEXPATH INDEX MODERATE 2065 M GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $264K | <0.1% | |
| Vanguard Instl Idx Instl Fund | Common Collective Trusts | — | $0 | $264K | <0.1% | |
| FLEXPATH IDX+ CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRSIVE 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARTWELL FINANCIAL ADVISORY, INC | 36-4799908 | — | VALUATION SERVICES | $0 | — |
