Southco Distributing Company 401(k) Retirement Plan
Sponsored by Southco Distributing Company · EIN 561295080 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 288
- With balances
- 220
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Trustee (directed), Sub-transfer agency fees, Recordkeeping fees | $5,190 |
| Janney Montgomery Scott Llc | Other commissions | $0 |