# Southern States Savings & Retirement Plan Trust DC Plan
Source: https://planprovider.pro/companies/southern-states-savings-retirement-plan-trust-plan

> Southern States Savings & Retirement Plan Trust's DC plan: 13,898 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 Savings & Retirement Plan Trust

- **Sponsor EIN:** 591785571

- **Sponsor Address:** 1910 82ND AVENUE, VERO BEACH, FL, 32966

- **Plan Type:** DC

- **Total Participants:** 13,898

- **Total Assets:** $192.9M

## 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|13,898|$192.9M|$10.6M|$2.7M|

| 2023|13,122|$178.2M|$10.4M|$2.5M|

| 2022|13,258|$160.4M|$9.0M|$2.5M|

## 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|

| ATLANTA CAPITAL MANAGEMENT CO., LLC|NONE|$594,503|—|$594,503|

| SIERRA INVESTMENT PARTNERS INC.|NONE|$169,540|—|$169,540|

| WASHINGTON CAPITAL|NONE|$106,173|—|$106,173|

| BAAB & DENNISON LLP|NONE|$71,380|—|$71,380|

| LAPADULA CARLSON & CO.|NONE|$52,516|—|$52,516|

| SEGALL BRYANT & HAMILL, LLC|NONE|$47,658|—|$47,658|

| CLEARBRIDGE INVESTMENTS|NONE|$32,712|—|$32,712|

| BENEFITS LAW GROUP|NONE|$12,825|—|$12,825|

| BMO HARRIS|NONE|$11,782|—|$11,782|

| ALBERT LEVY P.C.|NONE|$7,000|—|$7,000|

### Verified Provider Profiles

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

- [LAPADULA CARLSON & CO.](https://planprovider.pro/provider/lapadula-carlson-co) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,106,089

- **Estimated Expense Ratio:** 0.573% 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|$1,980,512|$1,018,290|—|$52,516|—|

| 2023|$1,876,530|$931,649|—|$84,893|—|

| 2022|$1,722,046|$873,995|—|—|$133,959|

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