Swire Water 401(k) Retirement Savings Plan
Sponsored by Js&S (Water Holdings) Inc. · EIN 942229674 · Plan #003
- Total assets
- $95.9M
- Net assets
- $95.9M
- Active participants
- 643
- With balances
- 774
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | 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 | $139,846 |
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $106,456 |