Southern Botanical 401(k) Plan
Sponsored by Southern Botanical, Inc. · EIN 752753077 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 307
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sanctuary Advisors Llc | Investment advisory (plan), Direct payment from the plan | $25,316 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $17,009 |