Original filing (PDF)20250919141508NAL0002604225018

SOUTHCO & ASSOC INC

Name: SOUTHCO & ASSOC INC — SOUTHCO & ASSOC INC. SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHCO & ASSOC INC

Form 5500-SF

FILING_RECEIVED

SOUTHCO & ASSOC INC. SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHCO & ASSOC INC.

Plan sponsor

Name

SOUTHCO & ASSOC INC

EIN

47-1491539

Address

PO BOX 6486 · GAINESVILLE, GA · 30504

Phone

(678) 696-8887

Industry

Constructionsee all

Plan administrator

Name

WILSON LEWIS, LLC

EIN

58-2466648

City

DULUTH, GA

Phone

—

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

YOUTZY SITEWORK, INC.

YOUTZY SITEWORK 401(K) PLAN

$131K · 24 participants

STRUCTURAL SOLUTIONS GROUP LLC

STRUCTURAL SOLUTIONS GROUP LLC 401K PLAN

$131K · 3 participants

NEW JERSEY INFRASTRUCTURE LLC

NEW JERSEY INFRASTRUCTURE LLC 401(K) PLAN

$132K · 18 participants

RESTORATION LOGISTICS, INC

RESTORATION LOGISTICS, INC PROFIT SHARING PLAN

$132K · 7 participants

AIR-TECH SYSTEMS INC.

AIR-TECH SYSTEMS INC. 401K AND PROFIT SHARING PLAN