The Southern Group INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Southern Group INC
  • Sponsor EIN: 311204334
  • Sponsor Address: 2275 MORGAN ROSS RD, HAMILTON, OH, 450139415
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $2.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$2.3M$0$0
20235$1.9M$0$0
20225$1.5M$0$0

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