Southern Innovations, Llc 401(k) Profit Sharing Plan
Sponsored by Southern Innovations, Llc · EIN 061653969 · Plan #002
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 202
- With balances
- 159
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $49,081 |
| Cwm, Llc | Investment advisory (plan), Other fees | $0 |