Southern States Retirement Savings Plan
Sponsored by Southern States Cooperative, Inc. · EIN 540387200 · Plan #334
- Total assets
- $227M
- Net assets
- $227M
- Active participants
- 1,609
- With balances
- 2,464
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments Llc | Investment advisory (plan), Investment management | $217,509 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $210,249 |
| Forvis Mazars, Llp | Accounting | $45,650 |
| Hirschler Fleischer | Legal | $6,365 |