ANDY Wellinghoff signed Southern Motion, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Motion, Inc.'s EIN is 64-0878218.
Download the official 2024 Form 5500 (PDF) for Southern Motion, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Motion, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.4M | 98.4% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $185K | 2.5% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $129K | 1.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $91K | 1.2% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $48K | 0.6% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| CORE PLUS BOND II I1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |
