Retirement plan

SOUTHWIRE COMPANY SALARIED 401(K) PLAN

Name: SOUTHWIRE COMPANY, LLC - SOUTHWIRE COMPANY SALARIED 401(K) PLAN (2017) Form 5500
Creator: SOUTHWIRE COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHWIRE COMPANY SALARIED 401(K) PLAN, SOUTHWIRE COMPANY, LLC

SOUTHWIRE COMPANY, LLCEIN 58-2020515Plan #011PY 2017

P.O. BOX 1000 - CARROLLTON, GA 30119770-832-4053south-wire.comLinkedIn51-200 employees

Other plans on this EIN

2 filings

#001Retirement-$178.0M assets #013Retirement-$118.1M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 18, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$264.9M

-32.0% from 2016

Total participants

1,940

-33.6% from 2016

Average account balance

$137,470

+2.4% from 2016

Annual return

20.31%

-11.24 pp from 2016

Benchmarks

See 786 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort786 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$506.04M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

2,810

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$264

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

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$306,558
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$81,988
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143	Advisory (Plan)	$65,353

Plan features & details

Pension benefit codes2E2F2G2J2K2T

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$454K

$275 / participant

Investment mgmt$82K18.1%
Other / not subdivided$372K81.9%

% of EOY assets

0.171%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FRAZIER & DEETER
Auditor EIN: 581433845
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,470

$88,730+54.9%

$82,312+67.0%

$77,958+76.3%

Participation rate

99.2%

84.5%+14.7pp

76.9%+22.3pp

71.6%+27.6pp

Annual return

20.31%

20.88%-0.6pp

25.88%-5.6pp

20.87%-0.6pp

Employer contribution / active EE

$4,985

$2,758+80.8%

$2,428+105.3%

$2,310+115.8%

Participant deferral / active EE

$7,580

$4,634+63.6%

$3,706+104.5%

$3,537+114.3%

Admin fee / account holder

$236

$74+218.4%

$5,608-95.8%

$97+141.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$306,558

STRATEGIC ADVISORS, INC.3+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$81,988

CAPFINANCIAL PARTNERS LLC3+ years

Filed as: CAPTRUST

Service code 27 · EIN 26-0058143

Advisory (Plan)

$65,353

SOUTHWIRE COMPANY SALARIED 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHWIRE COMPANY SALARIED 401(K) PLAN

Top hat statement on fileNQDC

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