Savings Plan For Employees Of South Banking Company
Sponsored by South Banking Company · EIN 581418696 · Plan #002
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 140
- With balances
- 162
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Warren Averett Llc | Other fees | $13,300 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $1,906 |
| Precision Plan Administration Llc | Other services | $0 |
| Morningstar Investment Management | Investment advisory (plan) | $0 |
| Morningstar Investment Management | Recordkeeping fees | $0 |