Southern First Bank 401(k) Plan
Sponsored by Southern First Bank · EIN 562184826 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 298
- With balances
- 341
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba | Investment advisory (plan) | $57,360 |
| Empower Annuity Insurance Company | Recordkeeping fees | $51,676 |