Plan Ledger DOL Form 5500 · updated monthly

Swift Response Holdings, Lllp401(k)

SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN · WESTON, FL · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Swift Response Holdings, Lllp reported $638 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,063 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,590th-largest of 3,644 plans among Florida employers on file, and 2,685th of 4,246 in wholesale trade. In 2024, the employer put in $1.43 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,953,007
Participants with balances159
Active participants132
Employer contributions$932,315
Employee contributions$653,921
Employer contribution per active participant$7,063
Average account balance$75,176
Benefits paid to participants$176,129
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 159 accts · $932K emplr
2023$9.4M · 155 accts · $954K emplr
2022$6.6M · $734K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$638
Total administrative$638
The Swift Response Holdings, Lllp 401(k) match · 2024
Employer contribution per active participant$7,063
Median for plans this size$2,416
2024$7,063 per active participant
2023$7,171 per active participant
2022$5,172 per active participant

Swift Response Holdings, Lllp's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LEGACY RETIREMENT SOLUTIONS, LLC · Contract administrator$2,050
CAPITAL GROUP RETIREMENT PLAN SERVI$863

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$638 · 0.01%
2023$3,579 · 0.04%
2022$262 · 0.00%
Same employer
Similar plansWholesale Trade · Florida
Sun Commodities, Inc. FL$12.5M · 0.34%
Pax Technology Inc FL$12.3M · 0.18%
Tropic Supply, Inc. FL$12.2M · 0.71%
Xec, LLC FL$11.5M · 0.30%
First Nation Group LLC FL$11.4M · 0.02%
Aamp of Florida, Inc FL$11.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275251756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.