Southern Management Companies Llc 401(k) Savings Plan
Sponsored by Southern Management Companies Llc · EIN 521223227 · Plan #003
- Total assets
- $91.7M
- Net assets
- $91.7M
- Active participants
- 2,151
- With balances
- 1,983
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $165,372 |
| Baker Tilly Us Llp | Actuarial | $18,270 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $16,547 |