Plan Snapshot
- Plan Sponsor: Southern Shores Realty Services, INC.
- Sponsor EIN: 562090761
- Sponsor Address: 5 OCEAN BLVD, SOUTHERN SHORES, NC, 27949
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 39
- Total Assets: $3.6M
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. |
| 2025 | 39 | $3.6M | $0 | $0 |
| 2024 | 33 | $3.4M | $0 | $16,818 |
| 2023 | 33 | $3.4M | $43,388 | $155,934 |
| 2022 | 39 | $3.0M | $0 | $162,659 |