# Southern States Cooperative, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-states-cooperative-inc-540387200-502

> Southern States Cooperative, INC.'s 401(k) plan: 504 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)

- **Plan Number:** 502

- **Total Participants:** 504

- **Total Assets:** $1.2M

## 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|504|$1.2M|$7.1M|$2.6M|

| 2023|535|$1.6M|$6.7M|$2.6M|

| 2022|598|$1.6M|$6.9M|$2.9M|

## 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|

| ANTHEM HEALTH PLANS OF VIRGINIA DBA|Investment Advisor|$159,611|—|$159,611|

| MERCER HEALTH & BENEFITS LLC|Other Service Provider|$99,142|—|$99,142|

| CASTLIGHT HEALTH INC.|Recordkeeper|$36,489|—|$36,489|

| PERSONIFY|Other Service Provider|$27,022|—|$27,022|

| WEX HEALTH INC.|Recordkeeper|$10,143|—|$10,143|

| WELLS FARGO BANK, N.A.|Custodian / Trustee|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [ANTHEM HEALTH PLANS OF VIRGINIA DBA](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [WEX HEALTH INC.](https://planprovider.pro/provider/dla-piper) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $337,407

- **Estimated Expense Ratio:** 27.285% 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|$185,132|—|—|—|—|

| 2023|$654,672|—|—|—|—|

| 2022|$295,557|—|—|—|—|

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