How big is Southern Partners' plan?

Southern Partners' plan reported $3.3M in assets and 9 participants for 2024.

Original filing (PDF)20250630080101NAL0028294898001

Southern Partners

Name: Southern Partners — Southern Partners, Inc. 401(k), Form 5500 (2024)
Creator: Southern Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Partners, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Southern Partners' Southern Partners, Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Phillip Green signed Southern Partners' 2024 Form 5500 as plan administrator.

Phillip Green — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southern Partners' EIN is 58-1231837.

EIN 58-1231837

Plan number 001

Plan year 2024

ACK ID 20250630080101NAL0028294898001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Partners' 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 PARTNERS.

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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