Susan Hadaway signed Southern Ionics Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Ionics Incorporated's EIN is 63-0800759.
Download the official 2024 Form 5500 (PDF) for Southern Ionics Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Ionics Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $43K | — |
| BALLEW ADVISORS | 64-0797641 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP BLUE CHIP GRTH I | Other securities | — | $6.6M | $9.4M | 12.0% | |
| FID 500 INDEX | Common Collective Trusts | — | $5.1M | $7.3M | 9.3% | |
| NYLI W LRG CP GR R6 | Other securities | — | $6.5M | $6.2M | 7.9% | |
| PGIM J MID-CAP GR R6 | Other securities | — | $7.3M | $5.9M | 7.6% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $5.0M | $4.9M | 6.3% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $4.7M | $4.7M | 6.1% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $4.7M | $4.5M | 5.8% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $4.5M | $4.4M | 5.6% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $3.4M | $3.3M | 4.2% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $3.2M | $3.2M | 4.1% | |
| FID SMALL CAP GR K6 | Mutual Funds | — | $2.5M | $2.6M | 3.3% | |
| BAIRD CORE PLUS INST | Other securities | — | $2.5M | $2.5M | 3.2% | |
| FID DIVERSFD INTL K6 | Mutual Funds | — | $2.3M | $2.5M | 3.2% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $2.4M | $2.4M | 3.0% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $2.1M | $2.1M | 2.7% | |
| INVESCO DIVRS DIV R6 | Mutual Funds | — | $2.0M | $1.9M | 2.5% | |
| FID LOW-PRICED ST K6 | Mutual Funds | — | $1.9M | $1.8M | 2.3% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $1.3M | $1.3M | 1.6% | |
| FID US BOND IDX | Common Collective Trusts | — | $1.3M | $1.2M | 1.5% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $1.1M | $1.1M | 1.4% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $946K | $1.1M | 1.4% | |
| PIM REAL RETURN INST | Other securities | — | $755K | $737K | 0.9% | |
| VRTS C MDCP VL EQ R6 | Other securities | — | $776K | $727K | 0.9% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $626K | $610K | 0.8% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $611K | $591K | 0.8% | |
| COL SM CAP VAL I I3 | Other securities | — | $484K | $499K | 0.6% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $400K | $397K | 0.5% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $208K | $206K | 0.3% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $13K | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $15K |
| — |
