Plan Snapshot
- Plan Sponsor: Southco, INC.
- Sponsor EIN: 231287596
- Sponsor Address: 210 N. BRINTON LAKE ROAD, CONCORDVILLE, PA, 19331
- Plan Type: DB
- Total Participants: 179
- Total Assets: $147.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 179 | $147.5M | $0 | $0 |
| 2023 | 192 | $157.3M | $226,000 | $0 |
| 2022 | 214 | $148.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| MAILLIE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAILLIE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $248,772 | — | — | — | — |
| 2023 | $623,248 | $219,779 | $121,714 | — | — |
| 2022 | $867,039 | — | — | — | — |