What public Form 5500 filings show about the Southern Health Partners 401(k) plan — and how to find and check your own account.
Southern Health Partners (EIN 63-1130536) reports SOUTHERN HEALTH PARTNERS, INC. 401(K) PLAN on its most recent Form 5500, with $6.8M in plan assets across 501 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 Health Partners filing — schedules, fees, and providers.
Southern Health Partners’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Southern Health PartnersHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES INSURANCE GROUP, ERISA SERVICES.
