Retirement Plan For Employees Of Southern States
Sponsored by Southern States Cooperative, Inc. · EIN 540387200 · Plan #333
- Total assets
- $195M
- Net assets
- $195M
- Active participants
- 267
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Fid Inst Asset Mgmt Co. | Investment management, Investment management fees (direct) | $304,707 |
| Fid Mgmt Trust Co | Consulting (pension), Direct payment from the plan | $112,291 |
| Aon Consulting Inc | Actuarial, Direct payment from the plan | $74,084 |
| Forvis, Llp | Accounting, Direct payment from the plan | $42,128 |
| Wilmington Trust | Investment advisory (participants), Direct payment from the plan | $12,120 |