# Southern Benefit Administrators INC. DC Plan
Source: https://planprovider.pro/companies/southern-benefit-administrators-inc-plan-001

> Southern Benefit Administrators INC.'s DC plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Benefit Administrators INC.

- **Sponsor EIN:** 621116095

- **Sponsor Address:** 2001 CALDWELL DRIVE, GOODLETTSVILLE, TN, 37072

- **Plan Type:** DC

- **Total Participants:** 205

- **Total Assets:** $25.4M

## 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.|

| 2024|205|$25.4M|$768,008|$239,426|

| 2023|203|$22.0M|$372,097|$577,709|

| 2022|188|$18.5M|$351,358|$533,253|

## 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|

| DANIELS IRWIN & AYLOR|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DANIELS IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — 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|$1,500|—|$1,500|—|—|

| 2023|$1,919|—|$1,919|—|—|

| 2022|$2,340|—|$2,340|—|—|

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