# Southern Innovations, LLC 401(k) Plan
Source: https://planprovider.pro/companies/southern-innovations-llc-401k-plan

> Southern Innovations, LLC's 401(k) plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Innovations, LLC

- **Sponsor EIN:** 061653969

- **Sponsor Address:** 1034 TEXAN TRAIL, GRAPEVINE, TX, 76051

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

- **Total Participants:** 202

- **Total Assets:** $21.1M

## 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|202|$21.1M|$918,902|$1.8M|

| 2023|191|$16.4M|$807,768|$1.6M|

| 2022|175|$12.0M|$718,757|$1.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$49,081|—|$49,081|

| CWM, LLC|INVESTMENT ADVISORY|—|$34,944|$34,944|

| PRICE KUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CWM, LLC](https://planprovider.pro/provider/carson-wealth-management-group) — INVESTMENT ADVISORY

- [PRICE KUBECKA, 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:** $84,025

- **Estimated Expense Ratio:** 0.398% 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|$49,081|—|$49,081|—|—|

| 2023|$37,465|—|$37,465|—|—|

| 2022|$31,042|—|$31,042|—|—|

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