Southland Industries Employees' 401 K Plan
Sponsored by Southland Industries · EIN 951596533 · Plan #001
- Total assets
- $212M
- Net assets
- $212M
- Active participants
- 1,096
- With balances
- 1,328
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Kendall Capital Management CRD 134740 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $312,003 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $16,553 |
| Kendall Capital Management | Investment advisory (participants), Direct payment from the plan | $13,005 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $10,405 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,228 |