J. Guyton Cochran signed Southwire Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwire Company, LLC's EIN is 58-2020515.
Download the official 2024 Form 5500 (PDF) for Southwire Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwire Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $324K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $100K | — |
| CAPTRUST | 26-0058143 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2030 Fund S Collective Trust Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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% | Bonds / Notes | — | — | $13.6M | 5.4% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $12.9M | 5.1% | |
| Fidelity Freedom Blend 2025 Fund S Collective Trust Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $6.9M | 2.8% | |
| Fidelity Freedom Blend 2065 Fund S Collective Trust Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $3.1M | 1.3% | |
| MassMutual Mid Cap Growth Fund Class I Mutual Fund | Other securities | — | — | $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 | Other securities | — | — | $2.4M | 1.0% | |
| American Funds EuroPacific Growth Fund R6 Mutual Fund | Mutual Funds | — | — | $2.4M | 1.0% | |
| MFS International Intrinsic Value Fund Class R6 Mutual Fund | Mutual Funds | — | — | $2.3M | 0.9% | |
| Fidelity Freedom Blend Income Fund S Collective Trust Fund | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $484K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $411K | 0.2% | |
| Northern Trust Collective Aggregate Bond Index Fund Collective Trust Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $33K |
| — |
