How big is Southard Financial, LLC's plan?

Southard Financial, LLC's plan reported $3.1M in assets and 5 participants for 2024.

Original filing (PDF)20250828142605NAL0005616035001

Southard Financial, LLC

Name: Southard Financial, LLC — Southard Financial Profit, Form 5500 (2024)
Creator: Southard Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southard Financial Profit Sharing Plan

Defined-contribution retirement plan · Southard Financial, LLC's Southard Financial Profit Sharing Plan held $3.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Southard Financial, LLC's EIN is 46-1631669.

EIN 46-1631669

Plan number 001

Plan year 2024

ACK ID 20250828142605NAL0005616035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southard Financial, LLC's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHARD FINANCIAL, 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