Swift Response Holdings, LLLP 401(k) match, vesting and fees
What Swift Response Holdings, LLLP's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Swift Response Holdings, LLLP: employer contribution per participant | $5,864 | |
| Peer median | $1,988 |
| Swift Response Holdings, LLLP: average balance | $75,176 | |
| Peer median | $75,431 |
| Swift Response Holdings, LLLP: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.3M at the end of plan year 2021 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 163 | $12M | $932K | $5,864 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 157 | $9.4M | $954K | $6,153 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 142 | $6.6M | $734K | $5,172 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 128 | $6.3M | $622K | $5,227 | 0.02% | Not published | 5500-SF ↗ |
Other Swift Response Holdings, LLLP plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Swift Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Swift Response Holdings, LLLP match 401(k) contributions?
The match terms for the Swift Response Holdings, Lllp 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $932K in employer contributions, about $5,864 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swift Response Holdings, LLLP 401(k) match vested?
The vesting schedule for the Swift Response Holdings, Lllp 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swift Response Holdings, LLLP 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Swift Response Holdings, Lllp.
I left Swift Response Holdings, LLLP. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swift Response Holdings, Lllp, (954) 282-5400) or the recordkeeper, Capital Group Retirement Plan Servi. The Swift Response Holdings, LLLP old 401(k) page lists the contacts from every plan filing. Find an old Swift Response Holdings, LLLP 401(k)
Data from the public Form 5500 annual reports Swift Response Holdings, LLLP filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Swift Response Holdings, LLLP. Not financial advice. Report a correction · Methodology