# Southwire Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/southwire-company-llc-401k-plan-001

> Southwire Company, LLC's 401(k) plan: 6,073 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CAPTRUST](https://planprovider.pro/provider/captrust) — INVESTMENT ADVISOR

- [FRAZIER & DEETER](https://planprovider.pro/provider/frazier-and-deeter-llc) — 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|—|—|—|

## Similar Plans

- [Southwire Company, LLC](https://planprovider.pro/companies/southwire-company-llc-401k-plan-011) — 2,347 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwire-company-llc-401k-plan-001)

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