Plan Snapshot
- Plan Sponsor: Southwire Company, LLC
- Sponsor EIN: 582020515
- Sponsor Address: P.O. BOX 1000, CARROLLTON, GA, 30119
- Plan Type: 401(k)
- Total Participants: 2,347
- Total Assets: $506.0M
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 | 2,347 | $506.0M | $9.0M | $27.3M |
| 2023 | 2,364 | $447.5M | $19.7M | $25.1M |
| 2022 | 2,169 | $360.8M | $17.6M | $22.1M |
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 | $407,758 | — | $407,758 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $264,559 | — | $264,559 |
| CAPTRUST | INVESTMENT ADVISOR | $70,125 | — | $70,125 |
| 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: $742,442
- Estimated Expense Ratio: 0.147% 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 | $742,443 | $334,685 | $3,000 | — | — |
| 2023 | $522,941 | $247,173 | $900 | — | — |
| 2022 | $523,615 | $167,406 | — | — | — |