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Original filing (PDF)20250918122534NAL0001505744001
SOUTHWIRE COMPANY, LLC
Form 5500
FILING_RECEIVED
SOUTHWIRE COMPANY HOURLY 401(K) PLAN
401(k) retirement plan
Active participants
6,073
Accounts w/ balance
6,479
Plan assets (EOY)
$250.2M
Net assets (EOY)
$250.2M
How this plan invests
This plan
24 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 83% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWIRE COMPANY, LLC.
Plan sponsor
Name
SOUTHWIRE COMPANY, LLC
EIN
58-2020515
Address
ONE SOUTHWIRE DRIVE · CARROLLTON, GA · 30119
Phone
(770) 832-4053
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $324K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $100K | — |
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $33K | — |
Investments
27 direct securities · 24 pooled funds· $396.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$214.9M
27 holdings
Common Collective Trust
$181.3M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2030 Fund S Collective Trust Fund | — | — | — | $22.0M | 8.8% | |
| FID FRDM BLND 2030 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $22.0M | 8.8% | |
| Fidelity Freedom Blend 2035 Fund S Collective Trust Fund | — | — | — | $20.6M | 8.2% | |
| FID FRDM BLND 2035 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $20.6M | 8.2% | |
| Fidelity Freedom Blend 2050 Fund S Collective Trust Fund | — | — | — | $18.7M | 7.5% | |
| FID FRDM BLND 2050 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $18.7M | 7.5% | |
| Fidelity Freedom Blend 2040 Fund S Collective Trust Fund | — | — | — | $18.7M | 7.5% | |
| FID FRDM BLND 2040 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $18.7M | 7.5% | |
| Fidelity Freedom Blend 2045 Fund S Collective Trust Fund | — | — | — | $18.2M | 7.3% | |
| FID FRDM BLND 2045 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $18.2M | 7.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.3M | 5.7% | |
| Participant Loans Interest Rates ranging from ** 4.25% to 10.50% | — | — | — | $13.6M | 5.4% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund | — | — | — | $13.6M | 5.4% | |
| NT S&P 500 INDEX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $13.0M | 5.2% | |
| JPMorgan Large Growth Class R6 Mutual Fund | — | — | — | $12.9M | 5.1% | |
| Fidelity Freedom Blend 2025 Fund S Collective Trust Fund | — | — | — | $12.4M | 4.9% | |
| FID FRDM BLND 2025 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $12.4M | 4.9% | |
| Fidelity Freedom Blend 2055 Fund S Collective Trust Fund | — | — | — | $12.2M | 4.9% | |
| FID FRDM BLND 2055 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $12.2M | 4.9% | |
| Fidelity Freedom Blend 2060 Fund S Collective Trust Fund | — | — | — | $10.6M | 4.2% | |
| FID FRDM BLND 2060 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $10.6M | 4.2% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $6.9M | 2.8% | |
| Fidelity Freedom Blend 2065 Fund S Collective Trust Fund | — | — | — | $6.7M | 2.7% | |
| FID FRDM BLND 2065 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $6.7M | 2.7% | |
| American Funds New Perspective Fund Class R6 Mutual Fund | — | — | — | $5.9M | 2.4% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4.7M | 1.9% | |
| Fidelity Freedom Blend 2020 Fund S Collective Trust Fund | — | — | — | $3.4M | 1.4% | |
| FID FRDM BLND 2020 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $3.4M | 1.4% | |
| Victory S Est Value Class R6 Mutual Fund | — | — | — | $3.1M | 1.3% | |
| MassMutual Mid Cap Growth Fund Class I Mutual Fund | — | — | — | $3.0M | 1.2% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $2.5M | 1.0% | |
| T. Rowe Price QM Small Cap Growth Equity Fund Mutual Fund | — | — | — | $2.4M | 1.0% | |
| American Funds EuroPacific Growth Fund R6 Mutual Fund | — | — | — | $2.4M | 1.0% | |
| MFS International Intrinsic Value Fund Class R6 Mutual Fund | — | — | — | $2.3M | 0.9% | |
| Fidelity Freedom Blend Income Fund S Collective Trust Fund | — | — | — | $2.1M | 0.9% | |
| FID FRDM BLEND INC S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $2.1M | 0.9% | |
| American Century Small Cap Value Fund Class R6 Mutual Fund | — | — | — | $1.9M | 0.7% | |
| PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $659K | 0.3% | |
| American Century Inflation Adjusted Bond Fund Mutual Fund | — | — | — | $484K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | — | — | — | $411K | 0.2% | |
| Northern Trust Collective Aggregate Bond Index Fund Collective Trust Fund | — | — | — | $300K | 0.1% | |
| NT AGGR BD IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $300K | 0.1% | |
| NT EXTENDED EQ IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 251 | Common Collective Trust | — | — | $180K | <0.1% | |
| Fidelity Freedom Blend 2015 Fund S Collective Trust Fund | — | — | — | $104K | <0.1% | |
| FID FRDM BLND 2015 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $104K | <0.1% | |
| Fidelity Freedom Blend 2010 Fund S Collective Trust Fund | — | — | — | $1K | <0.1% | |
| FID FRDM BLND 2010 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $1K | <0.1% | |
| NT EXT EQ MKT IDX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT ACWI EX-US INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |