# Southern Botanical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-botanical-inc-401k-plan

> Southern Botanical, INC.'s 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Botanical, INC.

- **Sponsor EIN:** 752753077

- **Sponsor Address:** 3151 HALIFAX ST., SUITE 100, DALLAS, TX, 75247

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

- **Total Participants:** 307

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|307|$5.8M|$336,938|$502,125|

| 2023|317|$5.1M|$313,670|$493,344|

| 2022|310|$3.7M|$260,031|$420,261|

## 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|

| SANCTUARY ADVISORS LLC|NONE|$25,316|—|$25,316|

| ASCENSUS LLC|NONE|$17,009|—|$17,009|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,325

- **Estimated Expense Ratio:** 0.724% 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|$44,527|$27,518|$17,009|—|—|

| 2023|$34,472|$21,356|$13,116|—|—|

| 2022|$32,921|$17,740|$15,181|—|—|

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