Southern Beverage Company, Inc. 401(k) Plan
Sponsored by Southern Beverage Company, Inc. · EIN 640289796 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 248
- With balances
- 133
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 |
|---|---|---|
| Guaranty Private Wealth, Llc CRD 306385 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Guaranty Private Wealth Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $33,857 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Investment management fees (indirect) | $400 |