Southern States Savings & Retirement Plan Trust
Sponsored by Southern States Savings & Retirement Plan Trust · EIN 591785571 · Plan #001 · Vero Beach, FL
- Total assets
- $193M
- Net assets
- $193M
- Active participants
- 13,898
- With balances
- 13,898
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 99% | 2024 |
| Washington Capital Management Inc CRD 105253 | fuzzy_auto · 94% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atlanta Capital Management Co., Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $594,503 |
| Sierra Investment Partners Inc. | Investment management, Investment management fees (direct), Insurance brokerage commissions | $169,540 |
| Washington Capital | Investment management, Direct payment from the plan | $106,173 |
| Baab & Dennison Llp | Legal, Direct payment from the plan | $71,380 |
| Lapadula Carlson & Co. | Accounting, Direct payment from the plan | $52,516 |
| Segall Bryant & Hamill, Llc | Investment management, Direct payment from the plan | $47,658 |
| Clearbridge Investments | Investment management, Direct payment from the plan | $32,712 |
| Benefits Law Group | Consulting (pension), Direct payment from the plan | $12,825 |
| Bmo Harris | Trustee (institutional), Direct payment from the plan | $11,782 |
| Albert Levy P.C. | Legal, Direct payment from the plan | $7,000 |