Plan Snapshot
- Plan Sponsor: Swedish Match North America LLC
- Sponsor EIN: 621257378
- Sponsor Address: 1021 EAST CARY STREET, RICHMOND, VA, 23219
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 0
- Total Assets: $249.2M
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 | 0 | $249.2M | $0 | $0 |
| 2023 | 0 | $254.1M | $0 | $0 |
| 2022 | 0 | $241.9M | $0 | $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 |
|---|---|---|---|---|
| AON CONSULTING | Recordkeeper | $346,294 | — | $346,294 |
| NORTHERN TRUST COMPANY | Other Service Provider | $283,573 | — | $283,573 |
| NISA INVESTMENT ADVISORS L.L.C. | Other Service Provider | $200,000 | — | $200,000 |
| MERCER | Investment Advisor | $193,217 | — | $193,217 |
| LOGAN CIRCLE PARTNERS, LP | Other Service Provider | $138,396 | — | $138,396 |
| GAMCO INVESTORS, INC. | Other Service Provider | $82,073 | — | $82,073 |
| LOOMIS SAYLES | Other Service Provider | $63,789 | — | $63,789 |
| INVESCO CAPITAL MANAGEMENT | Other Service Provider | $58,811 | — | $58,811 |
| ACADIAN ASSET MANAGEMENT, LLC | Other Service Provider | $41,444 | — | $41,444 |
| COMERICA BANK | Other Service Provider | $41,376 | — | $41,376 |
| PB MARES | Other Service Provider | $31,973 | — | $31,973 |
| ACADIAN ASSET MANAGEMENT | Other Service Provider | $20,370 | — | $20,370 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
- MERCER — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,501,316
- Estimated Expense Ratio: 0.602% 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 | $1,801,716 | $880,632 | $31,972 | — | — |
| 2023 | $1,615,770 | $863,282 | $16,170 | — | — |
| 2022 | $1,586,336 | $565,397 | — | — | $778,171 |