Original filing (PDF)20240702142625NAL0003617491001

GREAT SOUTHERN MANAGEMENT

Name: GREAT SOUTHERN MANAGEMENT — GREAT SOUTHERN MANAGEMENT 401(K) PLAN, Form 5500 (2023)
Creator: GREAT SOUTHERN MANAGEMENT

Form 5500-SF

FILING_RECEIVED

GREAT SOUTHERN MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT SOUTHERN MANAGEMENT.

Plan sponsor

Name

GREAT SOUTHERN MANAGEMENT

EIN

57-1042664

Address

PO BOX 5764 · COLUMBIA, SC · 29250

Phone

(803) 252-4222

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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