What public Form 5500 filings show about the Southern Bancorp, Inc. 401(k) plan — and how to find and check your own account.
Southern Bancorp, Inc. (EIN 71-0646525) reports SOUTHERN BANCORP 401(K) RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $53.9M in plan assets across 569 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Southern Bancorp, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Southern Bancorp, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HAGAN NEWKIRK FINANCIAL SERVICES, NEWPORT TRUST.
