Plan Snapshot
- Plan Sponsor: First Southern, LLC
- Sponsor EIN: 660854460
- Sponsor Address: METRO OFFICE PARK 8, GUAYNABO, PR, 00968
- Plan Type: DC
- Plan Number: 001
- Total Participants: 31
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 31 | $2.5M | $0 | $0 |
| 2024 | 28 | $1.9M | $65,771 | $144,214 |
| 2023 | 26 | $1.5M | $53,616 | $128,703 |
| 2022 | 30 | $510,355 | $41,880 | $119,799 |