Southern Bancorp 401(k) Retirement Savings And Employee Stock Ownership Plan
Sponsored by Southern Bancorp, Inc. · EIN 710646525 · Plan #003
- Total assets
- $53.9M
- Net assets
- $53.9M
- Active participants
- 569
- With balances
- 704
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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees | $79,664 |
| Hagan Newkirk Financial Services | Investment advisory (participants), Investment advisory (plan) | $50,769 |
| Newport Trust Company | Custodial (other), Trustee (discretionary) | $12,653 |