Swire Shipping US 401(k) match, vesting and fees
What Swire Shipping US' 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Sweeney Conrad Cpa, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 14,788 defined-contribution plans in transportation and warehousing with fewer than 100 participants.
| Swire Shipping US: employer contribution per participant | $4,345 | |
| Peer median | $1,356 |
| Swire Shipping US: average balance | $116,395 | |
| Peer median | $26,216 |
| Swire Shipping US: admin expenses ÷ assets | 0.50% | |
| Peer median | 0.60% |
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 $11.7M at the end of plan year 2021 to $10.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 98 | $10.8M | $404K | $4,345 | 0.50% | Not published | Form 5500 ↗ |
| 2024 | 122 | $11.9M | $646K | $6,155 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 162 | $12.6M | $791K | $4,882 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 141 | $10.1M | $520K | $3,793 | 0.32% | Not published | 5500-SF ↗ |
| 2021 | 110 | $11.7M | $467K | $5,306 | 0.43% | Not published | 5500-SF ↗ |
Common questions
Does Swire Shipping US match 401(k) contributions?
The match terms for the Swire Shipping US, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $404K in employer contributions, about $4,345 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swire Shipping US 401(k) match vested?
The vesting schedule for the Swire Shipping US, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swire Shipping US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Swire Shipping US, Inc..
I left Swire Shipping US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swire Shipping US, Inc., (253) 677-4980) or the recordkeeper, Transamerica Retirement Solutions. The Swire Shipping US old 401(k) page lists the contacts from every plan filing. Find an old Swire Shipping US 401(k)
Data from the public Form 5500 annual reports Swire Shipping US filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Shipping US. Not financial advice. Report a correction · Methodology