Plan Ledger DOL Form 5500 · updated monthly

Swire Pacific Holdings Inc.401(k)

SWIRE COCA-COLA 401(K) PLAN · DRAPER, UT · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Swire Pacific Holdings Inc. reported $613,435 in plan administrative expenses for 2024: 0.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,597 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 0.02% to 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 18th-largest of 848 plans among Utah employers on file, and the 775th of 13,661 in manufacturing. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$341,375,035
Participants with balances8,711
Active participants7,065
Employer contributions$18,350,454
Employee contributions$27,661,608
Employer contribution per active participant$2,597
Average account balance$39,189
Benefits paid to participants$37,404,315
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$341.4M · 8,711 accts · $18.4M emplr
2023$293.4M · 7,258 accts · $14.2M emplr
2022$239.8M · 3,873 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$526,087
Investment management$87,348
Total administrative$613,435
The Swire Pacific Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$2,597
Median for plans this size$4,294
2024$2,597 per active participant
2023$2,112 per active participant
2022$246 per active participant

Swire Pacific Holdings Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$526,087
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$87,348

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$613,435 · 0.19%
2023$512,386 · 0.19%
2022$40,034 · 0.02%
Same employer
Similar plansManufacturing · Utah
Autoliv Asp, Inc UT$686.8M · 0.12%
Dyno Nobel Inc. UT$350.3M · 0.09%
O.C. Tanner Company UT$345.9M · 0.11%
Merit Medical Systems, Inc. UT$251.4M · 0.09%
Reh Services LLC UT$186.4M · 0.08%
Varex Imaging Corporation UT$163.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870424812 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.