Retirement plan

SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN

Name: SWIFT RESPONSE HOLDINGS, LLLP - SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN (2024) Form 5500
Creator: SWIFT RESPONSE HOLDINGS, LLLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN, SWIFT RESPONSE HOLDINGS, LLLP

SWIFT RESPONSE HOLDINGS, LLLPEIN 27-5251756Plan #001PY 2024

1870 N. CORPORATE LAKES BLVD, SUITE 266498 - WESTON, FL 33326954-282-5400

Other plans on this EIN

1 filing

#002Retirement-$5.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12M

+26.9% from 2023

Total participants

163

+3.8% from 2023

Average account balance

$75,176

+23.7% from 2023

Annual return

11.89%

-8.56 pp from 2023

Benchmarks

See 2,355 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,355 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$11.95M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$75K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

159

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 4-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 2 by compensation

Provider	Service type	Compensation
LEGACY RETIREMENT SOLUTIONS, LLC3 years Service code 13 · EIN 27-3853858 700 TURNER INDUSTRIAL WAY · ASTON, PA 19014	Contract Administrator	$2,050
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$863

Plan features & details

Pension benefit codes2A2E2J2F2G2R3D3B

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$638

$5 / participant

Contract admin$638100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,176

$88,083-14.7%

$164,813-54.4%

$74,495+0.9%

Participation rate

97.0%

73.0%+23.9pp

78.6%+18.4pp

67.2%+29.8pp

Annual return

11.89%

17.26%-5.4pp

69.93%-58.0pp

1364.94%-1353.1pp

Employer contribution / active EE

$7,063

$2,593+172.4%

$4,341+62.7%

$2,623+169.3%

Participant deferral / active EE

$4,954

$4,498+10.1%

$6,031-17.9%

$4,346+14.0%

Admin fee / account holder

$2,234-99.8%

$12,690-100.0%

$1,942-99.8%

Provider

Service type

Compensation

LEGACY RETIREMENT SOLUTIONS, LLC3 years

Service code 13 · EIN 27-3853858

700 TURNER INDUSTRIAL WAY · ASTON, PA 19014

Contract Administrator

$2,050

AMERICAN FUNDS3 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$863

SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion