How big is Swire BULK's plan?

Swire BULK's plan reported $252K in assets and 11 participants for 2024.

Original filing (PDF)20250922092559NAL0004513969001

Swire BULK

Name: Swire BULK — Swire BULK 401(k) Plan, Form 5500 (2024)
Creator: Swire BULK
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swire BULK 401(k) Plan

401(k) retirement plan · Swire BULK's Swire BULK 401(k) Plan held $252K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

People on this filing

Flavia Campos signed Swire BULK's 2024 Form 5500 as plan administrator.

Flavia Campos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Swire BULK's EIN is 81-3409802.

EIN 81-3409802

Plan number 001

Plan year 2024

ACK ID 20250922092559NAL0004513969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swire BULK from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swire BULK's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWIRE BULK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SWIRE BULK

EIN

all filings

Address

98 SE 7TH STREET · MIAMI, FL · 33131

Phone

(305) 833-0833

Industry

Transportation & Warehousing

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

2025-09-22

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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