Southern States Savings & Retirement Plan Trust's EIN is 59-1785571.
Download the official 2024 Form 5500 (PDF) for Southern States Savings & Retirement Plan Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern States Savings & Retirement Plan Trust's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT CO., LLC | 58-2236910 | — | NONE | $595K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIERRA INVESTMENT PARTNERS INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Midwest Govt. Money Market Fund Money Market Fund | Cash / Money Market | — | $21.9M | $21.9M | 11.4% | |
| Midwest Govt. Money Market Fund Money Market Fund | Cash / Money Market | — | $21.4M | $21.4M | 11.1% | |
| WACAP JM T M ORTGAGE INCOM E FUND LIM ITED PARTNERSHIP | Other securities | — | $10.0M | $11.1M | 5.7% | |
| MONEY MARKET FUND, GS FIN SQ GOV M ONEY M ARKET FUND M ONEY M ARKET FUND | Cash / Money Market | — | $6.0M | $6.0M | 3.1% | |
| WACAP JM T REAL ESTATE EQUITY FUND LIM ITED PARTNERSHIP | Other securities | — | $4.9M | $5.2M | 2.7% | |
| VISA INC SHARES COM M ON STOCK | Common Stocks | — | $2.4M | $4.0M | 2.1% | |
| ALPHABET INC SHARES COM M ON STOCK | Common Stocks | — | $1.4M | $3.4M | 1.8% | |
| M ICROSOFT CORP SHARES COM M ON STOCK | Common Stocks | — | $1.0M | $2.7M | 1.4% | |
| M ASTERCARD INC SHARES COM M ON STOCK | Common Stocks | — | $1.4M | $2.5M | 1.3% | |
| THERM O FISHER CORP SHARES COM M ON STOCK | Common Stocks | — | $1.7M | $2.4M | 1.2% | |
| DANAHER CORP SHARES COM M ON STOCK | Common Stocks | — | $1.6M | $2.3M | 1.2% | |
| GODADDY INC SHARES COM M ON STOCK | Common Stocks | — | $852K | $2.2M | 1.2% | |
| S&P GLOBAL INC SHARES COM M ON STOCK | Common Stocks | — | $1.2M | $2.1M | 1.1% | |
| CARLISLE COS INC SHARES COM M ON STOCK | Common Stocks | — | $736K | $1.9M | 1.0% | |
| INTUIT SHARES COM M ON STOCK | Common Stocks | — | $1.0M | $1.8M | 1.0% | |
| AM PHENOL CORP SHARES COM M ON STOCK | Common Stocks | — | $622K | $1.8M | 0.9% | |
| ZOETIS INC SHARES COM M ON STOCK | Common Stocks | — | $1.5M | $1.8M | 0.9% | |
| M ORNINGSTAR INC SHARES COM M ON STOCK | Common Stocks | — | $890K | $1.8M | 0.9% | |
| TRIM BLE INCORPORATED SHARES COM M ON STOCK | Common Stocks | — | $1.2M | $1.6M | 0.8% | |
| VERISK ANALYTICS INC SHARES COM M ON STOCK | Common Stocks | — | $919K | $1.6M | 0.8% | |
| CACI INTL INC SHARES COM M ON STOCK | Common Stocks | — | $996K | $1.6M | 0.8% | |
| GARTNER INC SHARES COM M ON STOCK | Common Stocks | — | $425K | $1.6M | 0.8% | |
| LENNOX INTERNATIONAL INC SHARES COM M ON STOCK | Common Stocks | — | $488K | $1.5M | 0.8% | |
| M ARKEL GROUP INC SHARES COM M ON STOCK | Common Stocks | — | $770K | $1.5M | 0.8% | |
| APTARGROUP INC SHARES COM M ON STOCK | Common Stocks | — | $779K | $1.4M | 0.7% | |
| LINDE PLC SHS SHARES COM M ON STOCK | Common Stocks | — | $654K | $1.4M | 0.7% | |
| BROWN & BROWN INC SHARES COM M ON STOCK | Common Stocks | — | $600K | $1.4M | 0.7% | |
| DOLBY LABORATORIES INC SHARES COM M ON STOCK | Common Stocks | — | $1.4M | $1.4M | 0.7% | |
| SEI INVTS CO SHARES COM M ON STOCK | Common Stocks | — | $805K | $1.4M | 0.7% | |
| BURLINGTON STORES INC SHARES COM M ON STOCK | Common Stocks | — | $755K | $1.3M | 0.7% | |
| RPM INTL INC SHARES COM M ON STOCK | Common Stocks | — | $667K | $1.3M | 0.7% | |
| LANDSTAR SYS INC SHARES COM M ON STOCK | Common Stocks | — | $784K | $1.3M | 0.7% | |
| LKQ CORP SHARES COM M ON STOCK | Common Stocks | — | $1.5M | $1.3M | 0.7% | |
| BOOZ ALLEN HAM ILTON HLDG CORP SHARES COM M ON STOCK | Common Stocks | — | $774K | $1.2M | 0.6% | |
| ARAM ARK HLDGS CORP SHARES COM M ON STOCK | Common Stocks | — | $814K | $1.2M | 0.6% | |
| VERISIGN INC SHARES COM M ON STOCK | Common Stocks | — | $1.0M | $1.2M | 0.6% | |
| XYLEM INC SHARES COM M ON STOCK | Common Stocks | — | $798K | $1.2M | 0.6% | |
| TELEFLEX INC SHARES COM M ON STOCK | Common Stocks | — | $1.6M | $1.1M | 0.6% | |
| JONES LANG LASALLE INC SHARES COM M ON STOCK | Common Stocks | — | $557K | $1.0M | 0.5% | |
| JPM ORGAN CHASE & CO SHARES COM M ON STOCK | Common Stocks | — | $597K | $985K | 0.5% | |
| U.S. GOVERNM ENT - U.S. TREASURY NOTE 3.50% DUE 09/30/2029 | U.S. Treasuries | — | $959K | $944K | 0.5% | |
| AFFILIATED M ANAGERS GROUP INC SHARES COM M ON STOCK | Common Stocks | — | $596K | $933K | 0.5% | |
| IDEX CORP SHARES COM M ON STOCK | Common Stocks | — | $593K | $909K | 0.5% | |
| UNITED RENTALS INC SHARES COM M ON STOCK | Common Stocks | — | $146K | $894K | 0.5% | |
| TRANSUNION SHARES COM M ON STOCK | Common Stocks | — | $543K | $892K | 0.5% | |
| INTERCONTINENTAL EXCHANGE, INC SHARES COM M ON STOCK | Common Stocks | — | $527K | $887K | 0.5% | |
| INTERNATIONAL BUSINESS M ACHS CORP SHARES COM M ON STOCK | Common Stocks | — | $603K | $883K | 0.5% | |
| AM ERIPRISE FINL INC SHARES COM M ON STOCK | Common Stocks | — | $185K | $878K | 0.5% | |
| COLUM BIA SPORTSWEAR CO SHARES COM M ON STOCK | Common Stocks | — | $703K | $867K | 0.4% | |
| APOLLO GLOBAL M GM T INC SHARES COM M ON STOCK | Common Stocks | — | $502K | $861K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 68-0370668 |
| — |
| NONE |
| $170K |
| — |
| WASHINGTON CAPITAL | — | SEATTLE, WA | NONE | $106K | — |
| BAAB & DENNISON LLP | 75-2344325 | — | NONE | $71K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | — | NONE | $53K | — |
| SEGALL BRYANT & HAMILL, LLC | — | CHICAGO, IL | NONE | $48K | — |
| CLEARBRIDGE INVESTMENTS | — | NEW YORK, NY | NONE | $33K | — |
| BENEFITS LAW GROUP | 58-2277316 | — | NONE | $13K | — |
| BMO HARRIS | 36-2085229 | — | NONE | $12K | — |
| ALBERT LEVY P.C. | 75-2653991 | — | NONE | $7K | — |
