# Southern Trust Mortgage, LLC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/southern-trust-mortgage-llc-541872422-504

> Southern Trust Mortgage, LLC&#39;s Health &amp; Welfare plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Trust Mortgage, LLC

- **Sponsor EIN:** 541872422

- **Sponsor Address:** 295 BENDIX ROAD, VIRGINIA BEACH, VA, 23452

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 174

- **Total Assets:** $0

## 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|174|$0|$0|$0|

| 2023|211|$0|$0|$0|

| 2022|211|$0|$0|$0|

## Similar Plans

- [Alcova Mortgage LLC](https://planprovider.pro/companies/alcova-mortgage-llc-401k-plan) — 464 participants

- [Atlantic Coast Mortgage, LLC](https://planprovider.pro/companies/atlantic-coast-mortgage-llc-611645461-501) — 278 participants

- [Atlantic Coast Mortgage, LLC](https://planprovider.pro/companies/atlantic-coast-mortgage-llc-401k-plan) — 271 participants

- [Intercoastal Mortgage, LLC](https://planprovider.pro/companies/intercoastal-mortgage-llc-401k-plan) — 201 participants

- [First Heritage Mortgage, LLC](https://planprovider.pro/companies/first-heritage-mortgage-llc-541822464-501) — 192 participants

- [Southern Trust Mortgage, LLC](https://planprovider.pro/companies/southern-trust-mortgage-llc-401k-plan) — 181 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-trust-mortgage-llc-541872422-504)

&copy; 2026 PlanProvider.Pro
