How big is Sweep America Intermediate Holdings, LLC's plan?

Sweep America Intermediate Holdings, LLC's plan reported $8.7M in assets and 1,182 participants for 2024.

Original filing (PDF)20251006063538NAL0005548448001

Sweep America Intermediate Holdings, LLC

Name: Sweep America Intermediate Holdings, LLC — Form 5500 Plan 001 (2024)
Creator: Sweep America Intermediate Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SCA 401(k) Plan

401(k) retirement plan · Sweep America Intermediate Holdings, LLC's SCA 401(k) Plan held $8.7M in plan assets for 1,182 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributions~79 bps in Sched C fees

Active participants

1,182

Accounts w/ balance

391

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Isaiah Brown signed Sweep America Intermediate Holdings, LLC's 2024 Form 5500 as plan administrator.

Isaiah Brown — 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

Sweep America Intermediate Holdings, LLC's EIN is 81-5107662.

EIN 81-5107662

Plan number 001

Plan year 2024

ACK ID 20251006063538NAL0005548448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sweep America Intermediate Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sweep America Intermediate Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWEEP AMERICA INTERMEDIATE HOLDINGS, LLC.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

SWEEP AMERICA INTERMEDIATE HOLDINGS, LLC

EIN

all filings

Address

4141 ROCKSIDE ROAD, SUITE 100 · CLEVELAND, OH · 44131

Phone

(216) 777-2750

Industry

Transportation & Warehousing

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$28K	—
ASCENSUS HOLDINGS INC. DBA FUTUREPL	—	SAN DIEGO, CA	CONTRACT ADMIN	$11K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$8K	—

Advisor / Consultant

Investments

28 direct securities· $8.6M(98% of reported assets)

Other securities

$6.5M

16 holdings

Mutual Funds

$1.2M

10 holdings

Common Collective Trusts

$725K

1 holding

Stable Value

$142K

1 holding

					% of plan
State Street State Street Target Retirement 2035 K	Other securities	—	—	$1.4M	16.5%
State Street State Street Target Retirement 2030 K	Other securities	—	—	$806K	9.2%
State Street State Street Target Retirement 2020K	Other securities	—	—	$805K	9.2%
Fidelity 500 Index	Common Collective Trusts	—	—	$725K	8.3%
State Street State Street Target Retirement 2040 K	Other securities	—	—	$695K	7.9%
State Street State Street Target Retirement 2045 K	Other securities	—	—	$624K	7.1%
State Street State Street Target Retirement 2025 K	Other securities	—	—	$519K	5.9%
Fidelity International Index	Mutual Funds	—	—	$362K	4.1%
State Street State Street Target Retirement 2050 K	Other securities	—	—	$339K	3.9%
American Funds American Funds Bond Fund of Amer R6	Mutual Funds	—	—	$293K	3.3%
State Street State Street Target Retirement 2055 K	Other securities	—	—	$280K	3.2%
Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent -	Other securities	—	—	$270K	3.1%
Fidelity Mid Cap Index	Mutual Funds	—	—	$214K	2.4%
Empower Annuity Insurance Company of America Guaranteed investment contract - EI Fixed Account - Series Class I	Stable Value	—	—	$142K	1.6%
Fidelity Small Cap Index	Mutual Funds	—	—	$137K	1.6%
State Street State Street Target Retirement K	Other securities	—	—	$131K	1.5%
BlackRock Emerging Mkts K	Other securities	—	—	$123K	1.4%
State Street State Street Target Retirement 2060 K	Other securities	—	—	$119K	1.4%
BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$106K	1.2%
T. Rowe Price T. Rowe Large Cap Growth I	Other securities	—	—	$101K	1.2%
PIMCO Income Instl	Mutual Funds	—	—	$88K	1.0%
PGIM US Real Estate R6	Other securities	—	—	$70K	0.8%
JPMorgan U.S. Value R6	Other securities	—	—	$56K	0.6%
Fidelity Advisor International Cap App Z	Mutual Funds	—	—	$55K	0.6%
Fidelity Advisor Small Cap Value Z	Mutual Funds	—	—	$38K	0.4%
MFS Mid Cap Value R6	Mutual Funds	—	—	$28K	0.3%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$22K	0.2%
Lord Abbett Lord Abbett Developing Growth R6	Mutual Funds	—	—	$6K	<0.1%