# Southern States Cooperative, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-states-cooperative-inc-401k-plan

> Southern States Cooperative, INC.'s 401(k) plan: 1,609 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern States Cooperative, INC.

- **Sponsor EIN:** 540387200

- **Sponsor Address:** 6606 WEST BROAD STREET, RICHMOND, VA, 23230

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

- **Total Participants:** 1,609

- **Total Assets:** $226.6M

## 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|1,609|$226.6M|$3.4M|$5.6M|

| 2023|1,537|$222.1M|$3.4M|$5.8M|

| 2022|1,645|$211.6M|$2.8M|$5.5M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$22,350|—|$22,350|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,350

- **Estimated Expense Ratio:** 0.010% 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|$479,773|—|—|$22,350|—|

| 2023|$250,272|$83,354|$300|—|—|

| 2022|$114,935|—|—|—|—|

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