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Original filing (PDF)20251006063538NAL0005548448001
SWEEP AMERICA INTERMEDIATE HOLDINGS, LLC
Form 5500
FILING_RECEIVED
SCA 401(K) PLAN
401(k) retirement plan
Signals · 1
~79 bps in Sched C fees
Active participants
1,182
Accounts w/ balance
391
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
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 (directional)
86
/ 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
65
Knocking points off
- 79 bps in Schedule C fees — 53% above peer band of 52 bps.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWEEP AMERICA INTERMEDIATE HOLDINGS, LLC.
Plan sponsor
Name
SWEEP AMERICA INTERMEDIATE HOLDINGS, LLC
EIN
81-5107662
Address
4141 ROCKSIDE ROAD, SUITE 100 · CLEVELAND, OH · 44131
Phone
(216) 777-2750
Industry
Transportation & Warehousingsee all
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
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC. DBA FUTUREPL | — | SAN DIEGO, CA | CONTRACT ADMIN | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
28 direct securities· $8.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street State Street Target Retirement 2035 K | — | — | — | $1.4M | 16.5% | |
| State Street State Street Target Retirement 2030 K | — | — | — | $806K | 9.2% | |
| State Street State Street Target Retirement 2020K | — | — | — | $805K | 9.2% | |
| Fidelity 500 Index | — | — | — | $725K | 8.3% | |
| State Street State Street Target Retirement 2040 K | — | — | — | $695K | 7.9% | |
| State Street State Street Target Retirement 2045 K | — | — | — | $624K | 7.1% | |
| State Street State Street Target Retirement 2025 K | — | — | — | $519K | 5.9% | |
| Fidelity International Index | — | — | — | $362K | 4.1% | |
| State Street State Street Target Retirement 2050 K | — | — | — | $339K | 3.9% | |
| American Funds American Funds Bond Fund of Amer R6 | — | — | — | $293K | 3.3% | |
| State Street State Street Target Retirement 2055 K | — | — | — | $280K | 3.2% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $270K | 3.1% | |
| Fidelity Mid Cap Index | — | — | — | $214K | 2.4% | |
| Empower Annuity Insurance Company of America Guaranteed investment contract - EI Fixed Account - Series Class I | — | — | — | $142K | 1.6% | |
| Fidelity Small Cap Index | — | — | — | $137K | 1.6% | |
| State Street State Street Target Retirement K | — | — | — | $131K | 1.5% | |
| BlackRock Emerging Mkts K | — | — | — | $123K | 1.4% | |
| State Street State Street Target Retirement 2060 K | — | — | — | $119K | 1.4% | |
| BlackRock Mid-Cap Growth Equity K | — | — | — | $106K | 1.2% | |
| T. Rowe Price T. Rowe Large Cap Growth I | — | — | — | $101K | 1.2% | |
| PIMCO Income Instl | — | — | — | $88K | 1.0% | |
| PGIM US Real Estate R6 | — | — | — | $70K | 0.8% | |
| JPMorgan U.S. Value R6 | — | — | — | $56K | 0.6% | |
| Fidelity Advisor International Cap App Z | — | — | — | $55K | 0.6% | |
| Fidelity Advisor Small Cap Value Z | — | — | — | $38K | 0.4% | |
| MFS Mid Cap Value R6 | — | — | — | $28K | 0.3% | |
| American Funds American Funds American Balanced R6 | — | — | — | $22K | 0.2% | |
| Lord Abbett Lord Abbett Developing Growth R6 | — | — | — | $6K | <0.1% |
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