# Southwire Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/southwire-company-llc-401k-plan-011

> Southwire Company, LLC's 401(k) plan: 2,347 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:** 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](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:** $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|—|—|—|

## Similar Plans

- [Southwire Company, LLC](https://planprovider.pro/companies/southwire-company-llc-401k-plan-001) — 6,073 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwire-company-llc-401k-plan-011)

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