Original filing (PDF)20250724052758NAL0004209569001

SOUTHERN STATES MANAGEMENT GROUP

Name: SOUTHERN STATES MANAGEMENT GROUP — SOUTHERN STATES MANAGEMENT GROUP 401K, Form 5500 (2024)
Creator: SOUTHERN STATES MANAGEMENT GROUP

Form 5500-SF

FILING_RECEIVED

SOUTHERN STATES MANAGEMENT GROUP 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SOUTHERN STATES MANAGEMENT GROUP

EIN

20-8157282all filings

Address

POST OFFICE BOX 730541 · ORMOND BEACH, FL · 32173

Phone

(386) 295-1107

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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