Annie Stock signed Southern Innovations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Innovations, LLC's EIN is 06-1653969.
Download the official 2024 Form 5500 (PDF) for Southern Innovations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Innovations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM, LLC | 27-4011107 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $3.2M | 15.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $3.0M | 14.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.5M | 11.6% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $2.4M | 11.6% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $2.2M | 10.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.4M | 6.5% | |
| Blackrock Intl K Fund Mutual Fund | Other securities | — | — | $687K | 3.3% | |
| JP Morgan Us Res En Eq R6 Fd Mutual Fund | Other securities | — | — | $656K | 3.1% | |
| Fidelity Adv Growth Opp Z Fund Mutual Fund | Mutual Funds | — | — | $641K | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $635K | 3.0% | |
| T Rowe Price Gl Stock I Fund Mutual Fund | Mutual Funds | — | — | $520K | 2.5% | |
| Ishs Russ 2000 Sc Index K Fund Mutual Fund | Other securities | — | — | $516K | 2.4% | |
| Columbia Emerging Markets I3 Mutual Fund | Other securities | — | — | $369K | 1.7% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $341K | 1.6% | |
| Secs Sep Acct + Pooled Separate Account | Real Estate | — | — | $316K | 1.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $316K | 1.5% | |
| Invesco Small Cap Value R6 Fd Mutual Fund | Mutual Funds | — | — | $261K | 1.2% | |
| Diamond Hill Large Cap Y Fund Mutual Fund | Other securities | — | — | $218K | 1.0% | |
| Blackrock Md-Cp Gr Eq K Fd Mutual Fund | Other securities | — | — | $208K | 1.0% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $204K | 1.0% | |
| Late/Missed Year Contributions Loan Repayments Total 2024 | Other securities | — | $5K | $178K | 0.8% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $178K | 0.8% | |
| Morgan Stanley In Inc Por I Fd Mutual Fund | Common Stocks | — | — | $163K | 0.8% | |
| DFA Us Vector Eq Prtf Inst Fd Mutual Fund | Mutual Funds | — | — | $107K | 0.5% | |
| Principal Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $99K | 0.5% | |
| Loomis Sayles Glo Bnd Inst Fnd Mutual Fund | Other securities | — | — | $79K | 0.4% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $72K | 0.3% | |
| FID Adv High Inc Advant Z Fund Mutual Fund | Mutual Funds | — | — | $66K | 0.3% | |
| Loomis Sayles Core Pls Bd Y Fd Mutual Fund | Other securities | — | — | $50K | 0.2% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $15K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $526 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $176 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% |
