· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTHARD FINANCIAL, LLC — SOUTHARD FINANCIAL PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250828142605NAL0005616035001
SOUTHARD FINANCIAL, LLC
Form 5500-SF
FILING_RECEIVED
SOUTHARD FINANCIAL PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHARD FINANCIAL, LLC
.
Find decision makers
Plan sponsor
Name
SOUTHARD FINANCIAL, LLC
EIN
46-1631669
Address
5050 POPLAR AVENUE, SUITE 708 · MEMPHIS, TN · 38157
Phone
(901) 761-7500
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
THE SWANSON GROUP, LLC
THE SWANSON GROUP PROFIT SHARING PLAN & TRUST
$3.1M · 10 participants
AUO CORPORATION AMERICA
AUO CORPORATION AMERICA 401(K) PLAN
$3.1M · 21 participants
LOUISE W. EGGLESTON CENTER, INC.
EGGLESTON SPECIAL RETIREMENT PLAN
$3.1M · 379 participants
DE VANAPATI LLC
DE VANASPATI LLC 401(K) PROFIT SHARING PLAN
$3.1M · 4 participants
INTERNATIONAL EC, LLC
MACDUFFIE SCHOOL 401K PLAN
$3.1M · 76 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
HITECH SYSTEMS, INC.
HITECH SYSTEMS, INC. 401K PROFIT SHARING PLAN
$3.1M · 26 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
