How big is Southern Enterprises, LLC's plan?

Southern Enterprises, LLC's plan reported $795K in assets and 5 participants for 2024.

Original filing (PDF)20251001132924NAL0005946339001

Southern Enterprises, LLC

Name: Southern Enterprises, LLC — Southern Enterprises, Form 5500 (2024)
Creator: Southern Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Enterprises, LLC Profit Sharing Plan

401(k) retirement plan · Southern Enterprises, LLC's Southern Enterprises, LLC Profit Sharing Plan held $795K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

Plan identifiers

Southern Enterprises, LLC's EIN is 01-0561752.

EIN 01-0561752

Plan number 001

Plan year 2024

ACK ID 20251001132924NAL0005946339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN ENTERPRISES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SOUTHERN ENTERPRISES, LLC

EIN

all filings

Address

14094 US HIGHWAY 84 WEST · NEWTON, AL · 36352

Phone

(334) 702-1753

Industry

Transportation & Warehousing

Plan administrator