Plan Snapshot
- Plan Sponsor: Southwire Company, LLC
- Sponsor EIN: 582020515
- Sponsor Address: ONE SOUTHWIRE DRIVE, CARROLLTON, GA, 30119
- Plan Type: 401(k)
- Total Participants: 6,073
- Total Assets: $250.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,073 | $250.2M | $5.1M | $29.6M |
| 2023 | 5,810 | $221.5M | $3.8M | $26.0M |
| 2022 | 5,863 | $187.0M | $8.7M | $24.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $324,242 | — | $324,242 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $100,175 | — | $100,175 |
| CAPTRUST | INVESTMENT ADVISOR | $33,000 | — | $33,000 |
| FRAZIER & DEETER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CAPTRUST — INVESTMENT ADVISOR
- FRAZIER & DEETER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $457,417
- Estimated Expense Ratio: 0.183% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $457,417 | $100,175 | $2,100 | — | — |
| 2023 | $385,859 | $105,756 | $1,800 | — | — |
| 2022 | $377,730 | $78,255 | — | — | — |