# Swedish Match North America LLC 401(k) Plan
Source: https://planprovider.pro/companies/swedish-match-north-america-llc-621257378-005

> Swedish Match North America LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [MERCER](https://planprovider.pro/provider/mercer-advisors) — 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|

## Similar Plans

- [Baskervill & Son, P.C.](https://planprovider.pro/companies/baskervill-son-p-c-541258151-501) — 180 participants

- [Bwxt Investment Company](https://planprovider.pro/companies/bwxt-investment-company-721172705-003) — 0 participants

- [Dominion Energy, INC.](https://planprovider.pro/companies/dominion-energy-inc-541229715-007) — 0 participants

- [General Dynamics Corporation](https://planprovider.pro/companies/general-dynamics-corporation-522456914-005) — 0 participants

- [Huntington Ingalls Industries, INC.](https://planprovider.pro/companies/huntington-ingalls-industries-inc-273776787-012) — 0 participants

- [Huntington Ingalls Industries, INC.](https://planprovider.pro/companies/huntington-ingalls-industries-inc-273776787-100) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/swedish-match-north-america-llc-621257378-005)

© 2026 PlanProvider.Pro