Plan Snapshot
- Plan Sponsor: Swisher International INC
- Sponsor EIN: 367045785
- Sponsor Address: 459 EAST 16TH ST, JACKSONVILLE, FL, 32206
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $292.1M
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 | $292.1M | $0 | $0 |
| 2023 | 0 | $376.5M | $0 | $0 |
| 2022 | 0 | $329.5M | $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 |
|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT, LLC | Investment Advisor | $313,804,170 | — | $313,804,170 |
| SILCHESTER INTERNATIONAL INVESTORS | Other Service Provider | $268,538 | — | $268,538 |
| PRIME, BUCHHOLZ & ASSOCIATES, INC. | Other Service Provider | $170,568 | — | $170,568 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $145,975 | — | $145,975 |
| PROMETHEUS ASSOCIATES INCORPORATED | Other Service Provider | $122,698 | — | $122,698 |
| PRICEWATERHOUSECOOPERS, LLP | Auditor | $105,970 | — | $105,970 |
| STATE STREET RESEARCH & MGMT CO | Other Service Provider | $89,876 | — | $89,876 |
| MICHAEL F. YATES & COMPANY | Other Service Provider | $89,742 | — | $89,742 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EAGLE CAPITAL MANAGEMENT, LLC — Investment Advisor
- PRICEWATERHOUSECOOPERS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $314,797,537
- Estimated Expense Ratio: 107.782% 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 | $1,517,584 | $672,218 | $262,908 | — | — |
| 2023 | $2,226,803 | $652,288 | $629,563 | — | — |
| 2022 | $1,302,436 | $680,117 | — | — | $638,267 |