South Community Inc. 401(k) Retirement Plan
Sponsored by South Community Inc. · EIN 310840585 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 249
- With balances
- 389
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Howard Wealth Management, Llc CRD 299052 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $52,382 |
| Horan Wealth Management | Investment advisory (plan), Consulting fees | $46,925 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |