Southern Ionics Incorporated 401(k) Profit Sharing Plan
Sponsored by Southern Ionics Incorporated · EIN 630800759 · Plan #001 · West Point, MS
- Total assets
- $78.1M
- Net assets
- $78.1M
- Active participants
- 346
- With balances
- 375
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Ballew Advisors Inc CRD 110522 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $42,666 |
| Ballew Advisors | Investment advisory (plan) | $15,000 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$3,203 |