Southern Bancorp, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southern Bancorp, INC.
  • Sponsor EIN: 710646525
  • Sponsor Address: 400 HARDIN RD, LITTLE ROCK, AR, 72211
  • Plan Type: 401(k)
  • Total Participants: 569
  • Total Assets: $53.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024569$53.9M$2.4M$3.5M
2023540$45.7M$2.3M$2.9M
2022489$38.6M$1.8M$2.4M

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
HOGANTAYLOR LLPAuditor$0

Verified Provider Profiles

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

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$143,086$50,769$55,291
2023$122,412$43,133$48,822
2022$131,227$47,233$74,284$9,710

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