South Community Inc.'s EIN is 31-0840585.
Download the official 2023 Form 5500 (PDF) for South Community Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)South Community Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES, INC. | 31-1448612 | — | NONE | $41K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Total Return Bond Fund | Mutual Funds | — | — | $4.2M | 22.8% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $3.1M | 16.9% | |
| Hartford International Opportunities Fund | Other securities | — | — | $2.2M | 12.0% | |
| * The Standard Stable Asset Fund | Guaranteed Income / GIC | — | — | $2.0M | 11.1% | |
| JPMorgan Large Cap Growth R6 Fund | Other securities | — | — | $1.7M | 9.3% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $1.5M | 8.0% | |
| Vanguard Wellington Admiral Shares | Mutual Funds | — | — | $1.2M | 6.7% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $891K | 4.9% | |
| Vanguard Mid Cap Val Index Fund | Common Collective Trusts | — | — | $642K | 3.5% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $452K | 2.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $178K | 1.0% | |
| Participant Notes Receivable Interest rates at 8.25% - 8.50% - | Bonds / Notes | — | — | $157K | 0.9% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $91K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
