How big is Southern Organizations, LLC's plan?

Southern Organizations, LLC's plan reported $1.3M in assets and 51 participants for 2024.

Original filing (PDF)20250611080457NAL0015554001001

Southern Organizations, LLC

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

Form 5500-SF

FILING_RECEIVED

Southern Organizations, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Southern Organizations, LLC's Southern Organizations, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Southern Organizations, LLC's EIN is 46-3981932.

EIN 46-3981932

Plan number 001

Plan year 2024

ACK ID 20250611080457NAL0015554001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Organizations, 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 SOUTHERN ORGANIZATIONS, LLC.

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Plan health score

Above-average plan

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

Knocking points off