Southern Graphics Inc. Savings Plan
Sponsored by Southern Graphics Inc. · EIN 562555719 · Plan #001
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 1,241
- With balances
- 1,426
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $165,261 |
| Cherry Bekaert Llp | Accounting, Direct payment from the plan | $30,397 |
| Mcm Cpas & Advisors Llp | Accounting, Direct payment from the plan | $9,800 |
| Great Waters Wealth Management | Securities brokerage, Securities brokerage commissions | $5,694 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $295 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |