What public Form 5500 filings show about the Southern States Cooperative, Inc. 401(k) plan — and how to find and check your own account.
Southern States Cooperative, Inc. (EIN 54-0387200) reports SOUTHERN STATES RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $226.6M in plan assets across 1,609 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 States Cooperative, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Southern States Cooperative, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO BANK N A, WILMINGTON TRUST, FORVIS MAZARS LLP, WEX HEALTH, HIRSCHLER FLEISCHER, FID INST ASSET MGMT CO.
