Plan Snapshot
- Plan Sponsor: Swire Pacific Holdings INC.
- Sponsor EIN: 870424812
- Sponsor Address: 12634 SOUTH 265 WEST, DRAPER, UT, 840207930
- Plan Type: 401(k)
- Total Participants: 7,065
- Total Assets: $341.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 7,065 | $341.4M | $18.4M | $27.7M |
| 2023 | 6,730 | $293.4M | $14.2M | $22.1M |
| 2022 | 6,803 | $239.8M | $1.7M | $2.2M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $613,435 | $87,348 | $526,087 | — | — |
| 2023 | $512,386 | $80,054 | $432,332 | — | — |
| 2022 | $40,034 | — | $40,034 | — | — |