AUMdb

Swire Coca Cola 401(k) Plan

Sponsored by Swire Pacific Holdings Inc. · EIN 870424812 · Plan #002

Total assets
$341M
Net assets
$341M
Active participants
7,065
With balances
8,711

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $526,087
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Direct payment from the plan $87,348