Southwood Realty 401(k) Plan
Sponsored by Southwood Realty Company · EIN 561186105 · Plan #002
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 489
- With balances
- 321
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Sub-transfer agency fees | $45,053 |
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $31,422 |