AUMdb

The Capital Accumulation Plan For The Employees Of Southern Bank And Trust

Sponsored by Southern Bank And Trust Company · EIN 560132260 · Plan #002

Total assets
$40.8M
Net assets
$40.8M
Active participants
132
With balances
199

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
First Citizens Bank & Trust Co Trustee (institutional) $34,485