Swire Shipping Us Inc 401(k) Plan
Sponsored by Swire Shipping Us Inc. · EIN 911132083 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 73
- With balances
- 105
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Investment Advisors | Investment advisory (plan) | $27,983 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,732 |
| Definiti,Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,725 |
| Commonwealth Financial Network | Investment advisory (plan) | $2,515 |