Plan Snapshot
- Plan Sponsor: Southern Capital Advisors, LLC
- Sponsor EIN: 823410289
- Sponsor Address: 3801 N HIGHLAND AVENUE, JACKSON, TN, 38305
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 10 | $1.7M | $51,236 | $101,721 |
| 2024 | 9 | $1.3M | $112,690 | $84,759 |
| 2023 | 9 | $894,446 | $80,578 | $80,670 |
| 2022 | 9 | $526,735 | $106,995 | $78,736 |