Swire Pacific Holdings 401(k) match, vesting and fees
What Swire Pacific Holdings' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 283 defined-contribution plans in manufacturing with 5,000 to 9,999 participants.
| Swire Pacific Holdings: employer contribution per participant | $2,107 | |
| Peer median | $2,895 |
| Swire Pacific Holdings: average balance | $39,189 | |
| Peer median | $115,263 |
| Swire Pacific Holdings: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.08% |
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 $293M at the end of plan year 2023 to $341M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,139 | $341M | $18.4M | $2,107 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 7,730 | $293M | $14.2M | $1,958 | 0.19% | Not published | Form 5500 ↗ |
Other Swire Pacific Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates
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 | Principal Trust Company | Schedule C ↗ |
| Independent auditor | Eide Bailly (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Swire Pacific Holdings match 401(k) contributions?
The match terms for the Swire Coca-Cola 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $18.4M in employer contributions, about $2,107 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swire Pacific Holdings 401(k) match vested?
The vesting schedule for the Swire Coca-Cola 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swire Pacific Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Retirement Committee Appointed by the Employer.
I left Swire Pacific Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Retirement Committee Appointed by the Employer, (801) 816-5300) or the recordkeeper, Principal Life Insurance Company. The Swire Pacific Holdings old 401(k) page lists the contacts from every plan filing. Find an old Swire Pacific Holdings 401(k)
Data from the public Form 5500 annual reports Swire Pacific Holdings filed with the U.S. Department of Labor (plan years 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 Swire Pacific Holdings. Not financial advice. Report a correction · Methodology