Plan Snapshot
- Plan Sponsor: Southwire Company, LLC
- Sponsor EIN: 582020515
- Sponsor Address: ONE SOUTHWIRE DRIVE, CARROLLTON, GA, 30119
- Plan Type: DB
- Total Participants: 4,873
- Total Assets: $144.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,873 | $144.7M | $5.8M | $0 |
| 2023 | 4,580 | $138.0M | $6.7M | $0 |
| 2022 | 3,942 | $122.3M | $9.0M | $0 |
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 |
|---|---|---|---|---|
| FUTUREPLAN | NONE | $303,239 | — | $303,239 |
| PRINCIPAL | NONE | $175,000 | — | $175,000 |
| FRAZIER AND DEETER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN — NONE
- PRINCIPAL — NONE
- 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: $478,239
- Estimated Expense Ratio: 0.331% 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 | $1,069,694 | $175,000 | — | — | — |
| 2023 | $979,842 | $175,000 | — | — | — |
| 2022 | $972,364 | $175,000 | — | — | $330,700 |