AUMdb

Southern Land Company Retirement Plan

Sponsored by Redwood Slc Holdings, Llc · EIN 863529899 · Plan #001

Total assets
$33.4M
Net assets
$33.4M
Active participants
470
With balances
453

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
Evergreen Advisors, Llc CRD 149861 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Evergreen Advisors, Llc Investment advisory (plan) $93,525
Empower Annuity Ins. Co. Of America Recordkeeping fees $93,111
Ascensus Holdings Dba Futureplan By Contract administrator $7,525