# Southern Real Estate Company Of Charlotte, INC. Dba Nai Southern Real 401(k) Plan
Source: https://planprovider.pro/companies/southern-real-estate-company-of-charlotte-inc-dba-nai-southern-real-401k-plan

> Southern Real Estate Company Of Charlotte, INC. Dba Nai Southern Real's 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Real Estate Company Of Charlotte, INC. Dba Nai Southern Real

- **Sponsor EIN:** 560408435

- **Sponsor Address:** 4201CONGRESS STREET, CHARLOTTE, NC, 28209

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

- **Total Participants:** 27

- **Total Assets:** $5.0M

## 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|27|$5.0M|$31,446|$163,151|

| 2023|26|$5.0M|$36,849|$159,697|

| 2022|30|$4.8M|$41,108|$177,851|

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