Southminster Retirement Plan
Sponsored by Southminster, Inc. · EIN 561443222 · Plan #002
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 431
- With balances
- 514
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $85,916 |
| Kestra Investment Services Llc | Investment advisory (plan), Other fees | $0 |
| Maxus Plan Solutions, Inc. | Contract administrator, Other fees, Other services | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |