AUMdb

Southwire Company Salaried 401(k) Plan

Sponsored by Southwire Company, Llc · EIN 582020515 · Plan #011 · Carrollton, GA

Total assets
$506M
Net assets
$506M
Active participants
2,347
With balances
2,810

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $407,758
Strategic Advisors, Inc. Investment advisory (plan) $264,559
Captrust Investment advisory (plan) $70,125