Sunsouth Llc 401(k) Plan
Sponsored by Sunsouth Llc · EIN 204736728 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 416
- With balances
- 527
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 |
|---|---|---|
| Capsouth Partners, Inc. CRD 132517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $66,610 |
| Capsouth Partners | Investment advisory (plan) | $49,486 |
| Mcdaniel & Associates, Pc | Accounting | $10,000 |