Southern States, Llc Salaried Employees Savings Plan
Sponsored by Southern States, Llc · EIN 030493527 · Plan #005
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 216
- With balances
- 199
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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwesterm Mutual | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $50,323 |
| The Vanguard Group | Recordkeeping, Custodial (securities), Trustee (directed) | $14,680 |
| Swerdlin And Company | Contract administrator, Consulting (pension), Direct payment from the plan | $12,410 |
| Erisa Services, Inc. | Contract administrator, Consulting (pension), Direct payment from the plan | $2,900 |