Denise Dimascio signed Southco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southco, Inc.'s EIN is 23-1287596.
Download the official 2024 Form 5500 (PDF) for Southco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southco, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES | 34-1479833 | — | NONE | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KORN FERRY | 95-2623879 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FD | Common Collective Trusts | — | $3.6M | $6.7M | 4.5% | |
| US TREASURY NOTE 4.5% 11/15/33 | U.S. Treasuries | — | $4.9M | $4.8M | 3.2% | |
| US TREASURY STRIP | U.S. Treasuries | — | $3.9M | $3.2M | 2.1% | |
| FIDELITY INTL INDEX FD | Mutual Funds | — | $1.8M | $2.0M | 1.4% | |
| BROADCOM CORP 4.3% 11/15/32 | Bonds / Notes | — | $1.9M | $1.8M | 1.2% | |
| NON-INTEREST BEARING CASH | Cash / Money Market | — | $1.8M | $1.8M | 1.2% | |
| PFIZER INVT ENTER 5.3% 5/19/53 | Bonds / Notes | — | $1.7M | $1.6M | 1.1% | |
| US TREASURY NOTE 3.875% 8/15/33 | U.S. Treasuries | — | $1.3M | $1.3M | 0.9% | |
| AT&T INC 2.25% 2/01/32 | Bonds / Notes | — | $1.3M | $1.3M | 0.9% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | $749K | $1.0M | 0.7% | |
| ORACLE CORP 4% 11/15/47 | Bonds / Notes | — | $1.2M | $997K | 0.7% | |
| BRISTOL-MYERS SQUIBB 5.55% 2/22/54 | Bonds / Notes | — | $974K | $949K | 0.6% | |
| GENERAL ELECTRIC 5.875% 1/14/38 | Bonds / Notes | — | $1.1M | $906K | 0.6% | |
| WESTPAC BANKING 4.11% 7/24/34 | Bonds / Notes | — | $939K | $893K | 0.6% | |
| HCA HEALTHCARE 6% 4/01/54 | Other securities | — | $920K | $879K | 0.6% | |
| MIDAMERN ENERGY 6.125% 4/01/36 | Bonds / Notes | — | $1.1M | $872K | 0.6% | |
| DELL EMC 6.02% 6/15/26 | Bonds / Notes | — | $901K | $868K | 0.6% | |
| JPMORGAN CHASE VA 11/29/45 | Other securities | — | $856K | $851K | 0.6% | |
| M&T BANK CORP VA 1/27/34 | Common Stocks | — | $866K | $835K | 0.6% | |
| INTERNTNL FLAVORS 5% 9/26/48 | Other securities | — | $1.0M | $817K | 0.6% | |
| CAPITAL ONE FIN 2.618% 11/02/32 | Bonds / Notes | — | $829K | $786K | 0.5% | |
| ANHEUSER-BUSCH 8.2000% 01/15/39 | Bonds / Notes | — | $923K | $784K | 0.5% | |
| BANK AMERICA CORP 3.419% 12/20/28 | Bonds / Notes | — | $863K | $767K | 0.5% | |
| BAT CAP CORP 7.081% 8/02/53 | Bonds / Notes | — | $749K | $766K | 0.5% | |
| TURKIYE ISLAND BA 4.5% 4/15/50 | Bonds / Notes | — | $1.0M | $760K | 0.5% | |
| VANGUARD REAL ESTATE IN FD INST SHARES | Mutual Funds | — | $769K | $758K | 0.5% | |
| CARRIER GLOBAL 3.377% 4/05/40 | Bonds / Notes | — | $954K | $753K | 0.5% | |
| BROADCOM CORP 4.8% 10/15/34 | Bonds / Notes | — | $774K | $751K | 0.5% | |
| SYNCHRONY FINL 2.875% 10/28/31 | Bonds / Notes | — | $790K | $747K | 0.5% | |
| DEUTSCHE TELE 9.25% 6/01/32 | Bonds / Notes | — | $837K | $745K | 0.5% | |
| THE KROGER C 5.5% 9/15/54 | Bonds / Notes | — | $786K | $740K | 0.5% | |
| NORTHROP GRUMMAN 4.75% 6/01/43 | Bonds / Notes | — | $1.0M | $739K | 0.5% | |
| US TREASURY 4.625% 5/15/44 | U.S. Treasuries | — | $818K | $737K | 0.5% | |
| BANK AMERICA CORP 5.288% 4/25/34 | Bonds / Notes | — | $725K | $720K | 0.5% | |
| BANK OF AMERICA 2.482% 9/21/36 | Bonds / Notes | — | $739K | $718K | 0.5% | |
| MORGAN STANLEY VA 1/23/30 | Other securities | — | $831K | $707K | 0.5% | |
| JPMORGAN CHASE VA 3/24/31 | Other securities | — | $764K | $705K | 0.5% | |
| BANK AMERICA CORP 3.97% 3/05/29 | Bonds / Notes | — | $804K | $703K | 0.5% | |
| CITIGROUP INC 4.75% 5/18/46 | Bonds / Notes | — | $960K | $702K | 0.5% | |
| MORGAN STANLEY 3.622% 4/01/31 | Bonds / Notes | — | $842K | $696K | 0.5% | |
| AMGEN INC 4.4% 5/01/45 | Bonds / Notes | — | $884K | $695K | 0.5% | |
| NATWEST GROUP 5/18/29 | Common Stocks | — | $776K | $693K | 0.5% | |
| ANHEUSER-BUSCH 4.7% 2/01/36 | Bonds / Notes | — | $797K | $690K | 0.5% | |
| AIR LEASE CORP 3.75% 6/01/26 | Bonds / Notes | — | $751K | $689K | 0.5% | |
| BROADCOM CORP 3.875% 1/15/27 | Bonds / Notes | — | $758K | $689K | 0.5% | |
| BANK OF AMERICA C VA 7/21/32 | Other securities | — | $832K | $688K | 0.5% | |
| EXPEDIA 3.8% 2/15/28 | Bonds / Notes | — | $749K | $676K | 0.5% | |
| BANCO SANTANDE 2.7490% 12/03/30 | Bonds / Notes | — | $774K | $676K | 0.5% | |
| BROADCOM CORP 4.75% 4/15/29 | Bonds / Notes | — | $774K | $670K | 0.5% | |
| VERIZON COMMUNIC 2.5500% 03/21/31 | Bonds / Notes | — | $724K | $668K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
