How big is Southernsun Asset Management, LLC's plan?

Southernsun Asset Management, LLC's plan reported $11.8M in assets and 18 participants for 2024.

Original filing (PDF)20250523125019NAL0002741091001

Southernsun Asset Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Southernsun Asset Management, LLC 401(k) Plan

401(k) retirement plan · Southernsun Asset Management, LLC's Southernsun Asset Management, LLC 401(k) Plan held $11.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Georgia Atkins signed Southernsun Asset Management, LLC's 2024 Form 5500 as plan administrator.

Georgia Atkins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southernsun Asset Management, LLC's EIN is 27-2990431.

EIN 27-2990431

Plan number 001

Plan year 2024

ACK ID 20250523125019NAL0002741091001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southernsun Asset Management, 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 SOUTHERNSUN ASSET MANAGEMENT, 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