Southern Champion Tray, Lp 401(k) Savings And Retirement Plan
Sponsored by Southern Champion Tray, L P · EIN 620452437 · Plan #001
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 898
- With balances
- 1,192
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $123,661 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $61,916 |
| Cadaret Grant & Co Inc | Other fees | $13,260 |
| Rpa Financial Llc | Other fees | $4,822 |
| Empower Advisory Group, Llc | Investment management | $2,957 |