# Southern States Cooperative, INC. DB Plan
Source: https://planprovider.pro/companies/southern-states-cooperative-inc-540387200-333

> Southern States Cooperative, INC.'s DB plan: 267 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:** DB

- **Plan Number:** 333

- **Total Participants:** 267

- **Total Assets:** $194.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|267|$194.7M|$0|$0|

| 2023|308|$192.0M|$0|$0|

| 2022|247|$191.5M|$0|$0|

## 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|

| FID INST ASSET MGMT CO.|Investment Advisor|$304,707|—|$304,707|

| FID MGMT TRUST CO|Other Service Provider|$112,291|—|$112,291|

| AON CONSULTING INC|Recordkeeper|$74,084|—|$74,084|

| FORVIS, LLP|Auditor|$42,128|—|$42,128|

| WILMINGTON TRUST|Custodian / Trustee|$12,120|—|$12,120|

### Verified Provider Profiles

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

- [AON CONSULTING INC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $545,330

- **Estimated Expense Ratio:** 0.280% 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|$636,564|$336,794|$112,291|$42,128|—|

| 2023|$783,339|$79,628|—|$17,260|—|

| 2022|$571,474|$76,534|—|—|$423,863|

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