# Southern Crown Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/southern-crown-partners-llc-401k-plan

> Southern Crown Partners, LLC's 401(k) plan: 700 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Crown Partners, LLC

- **Sponsor EIN:** 260397238

- **Sponsor Address:** 243 OCILLA HWY, FITZGERALD, GA, 31750

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

- **Total Participants:** 700

- **Total Assets:** $33.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|700|$33.6M|$1.0M|$2.4M|

| 2023|706|$29.0M|$681,734|$2.1M|

| 2022|716|$21.6M|$668,483|$1.7M|

## 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|

| ASCENSUS LLC|NONE|$101,928|—|$101,928|

| ONE DIGITAL INVESTMENT ADVISORS|NONE|$62,428|—|$62,428|

| NEXTCAPITAL GROUP, INC.|NONE|$15,332|—|$15,332|

| WEBSTER ROGERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WEBSTER ROGERS LLP](https://planprovider.pro/provider/websterrogers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $179,688

- **Estimated Expense Ratio:** 0.534% 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|$179,689|$77,761|$101,928|—|—|

| 2023|$144,872|$66,033|$78,839|—|—|

| 2022|$135,892|$67,120|$68,772|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-crown-partners-llc-401k-plan)

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