# Southstate Bank, N.A. 401(k) Plan
Source: https://planprovider.pro/companies/south-state-bank-n-a-401k-plan

> Southstate Bank, N.A.'s 401(k) plan: 5,303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southstate Bank, N.A.

- **Sponsor EIN:** 592979916

- **Sponsor Address:** 1101 FIRST ST, SOUTH WINTER HAVEN, FL, 33880

- **Plan Type:** 401(k)

- **Total Participants:** 5,303

- **Total Assets:** $628.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|5,303|$628.6M|$17.0M|$34.5M|

| 2023|5,297|$548.7M|$16.3M|$32.7M|

| 2022|5,113|$462.7M|$15.9M|$31.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$340,816|—|$340,816|

| ERNST & YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $340,816

- **Estimated Expense Ratio:** 0.054% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$340,855|—|$1,500|—|—|

| 2023|$363,095|—|$600|—|—|

| 2022|$413,339|—|—|—|—|

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