Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust
Sponsored by Southern Insurance Underwriters, Inc. · EIN 580939621 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 100
- With balances
- 126
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,784 |
| Empower Advisory Group, Llc | Investment management | $1,166 |