Back to filter
Original filing (PDF)20251008093850NAL0002895203001
SOUTHERN DEVELOPMENT RESOURCES, LLC
Form 5500
FILING_RECEIVED
SOUTHERN DEVELOPMENT RESOURCES, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
289
Accounts w/ balance
329
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
59 pooled trusts
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "LS Growth Pooled Separate Account" is 39% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN DEVELOPMENT RESOURCES, LLC.
Plan sponsor
Name
SOUTHERN DEVELOPMENT RESOURCES, LLC
EIN
64-0900779
Address
3688 VETERANS MEMORIAL DRIVE · SUITE 210 · HATTIESBURG, MS · 39401
Phone
(601) 554-7449
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
T.E. LOTT & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $0 | — |
Investments
43 direct securities · 59 pooled funds· $43.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$29.7M
59 holdings
Uncategorized
$13.3M
43 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13.7M | 38.8% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.3M | 9.2% | |
| Self-Directed Brokerage Accounts Common Stocks | — | — | — | $3.0M | 8.5% | |
| Self-Directed Brokerage Accounts Mutual Funds | — | — | — | $2.4M | 6.7% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 5.3% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.6% | |
| VG 2045 Pooled Separate Account | — | — | — | $1.1M | 3.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.1% | |
| VG 2050 Pooled Separate Account | — | — | — | $1.1M | 3.0% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.0% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $995K | 2.8% | |
| VS Bluechip Pooled Separate Account | — | — | — | $724K | 2.0% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $724K | 2.0% | |
| VG 2055 Pooled Separate Account | — | — | — | $656K | 1.9% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $656K | 1.9% | |
| VG 2060 Pooled Separate Account | — | — | — | $600K | 1.7% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $600K | 1.7% | |
| VG 2035 Pooled Separate Account | — | — | — | $392K | 1.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $392K | 1.1% | |
| VS Capital Appreciation Pooled Separate Account | — | — | — | $373K | 1.1% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $373K | 1.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $368K | 1.0% | |
| RL AT 2050 Pooled Separate Account | — | — | — | $353K | 1.0% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $353K | 1.0% | |
| VG 2065 Pooled Separate Account | — | — | — | $321K | 0.9% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $321K | 0.9% | |
| RL AT 2030 Pooled Separate Account | — | — | — | $298K | 0.8% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $298K | 0.8% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $286K | 0.8% | |
| Stable Value Pooled Separate Account | — | — | — | $262K | 0.7% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $262K | 0.7% | |
| VG 2040 Pooled Separate Account | — | — | — | $208K | 0.6% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $208K | 0.6% | |
| VG 2030 Pooled Separate Account | — | — | — | $179K | 0.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $179K | 0.5% | |
| RL AT 2045 Pooled Separate Account | — | — | — | $174K | 0.5% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $174K | 0.5% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $170K | 0.5% | |
| JH SGF Pooled Separate Account | — | — | — | $163K | 0.5% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $163K | 0.5% | |
| VS Intsm Pooled Separate Account ** 921 * JPM Use Pooled Separate Account | — | — | — | $147K | 0.4% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 0.4% | |
| JH 10 Yr. Comp.-Guaranteed Interest Guaranteed Investment Con. | — | — | — | $118K | 0.3% | |
| VG 2025 Pooled Separate Account | — | — | — | $111K | 0.3% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 0.3% | |
| RL AT 2010 Pooled Separate Account ** 252 * RL AT 2025 Pooled Separate Account | — | — | — | $101K | 0.3% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $101K | 0.3% | |
| Cash Equivalents Cash Equivalents | — | — | — | $98K | 0.3% | |
| RL AT 2055 Pooled Separate Account | — | — | — | $96K | 0.3% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $96K | 0.3% | |
| EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $86K | 0.2% | |
| RL AT 2040 Pooled Separate Account | — | — | — | $71K | 0.2% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $71K | 0.2% | |
| Tempico Stock Certificate Non-Public Stock Certificate | — | — | — | $60K | 0.2% | |
| RL AT 2035 Pooled Separate Account | — | — | — | $50K | 0.1% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $50K | 0.1% | |
| IDX Total Pooled Separate Account | — | — | — | $49K | 0.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.1% | |
| RL AT 2060 Pooled Separate Account | — | — | — | $40K | 0.1% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.1% | |
| VG Retirement Pooled Separate Account | — | — | — | $27K | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | <0.1% | |
| BR Global Pooled Separate Account | — | — | — | $15K | <0.1% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| VG 2020 Pooled Separate Account | — | — | — | $14K | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| LS Conservative Pooled Separate Account | — | — | — | $13K | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| Inv Co Am Pooled Separate Account | — | — | — | $10K | <0.1% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| JH Bond Pooled Separate Account | — | — | — | $9K | <0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| New Opps Pooled Separate Account ** 46 * IDX Mid Pooled Separate Account | — | — | — | $8K | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Europacific Pooled Separate Account | — | — | — | $6K | <0.1% | |
| AMERICAN FUNDS EUPAC FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| JOHN HANCOCK HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| VS Utility Pooled Separate Account | — | — | — | $5K | <0.1% | |
| MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VS Real Ret Pooled Separate Account | — | — | — | $4K | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VS Global Bond Pooled Separate Account | — | — | — | $3K | <0.1% | |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Intl Growth Pooled Separate Account | — | — | — | $3K | <0.1% | |
| INVESCO EQV INTL EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VS IT CO Pooled Separate Account | — | — | — | $3K | <0.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VS Financial Pooled Separate Account ** 657 * DFA TAVA Pooled Separate Account | — | — | — | $1K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Fund LCV Pooled Separate Account | — | — | — | $1K | <0.1% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $921 | <0.1% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $850 | <0.1% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $656 | <0.1% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $593 | <0.1% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $252 | <0.1% | |
| NEW OPPORTUNITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46 | <0.1% |
Related plans
Other plans using JOHN HANCOCK LIFE INSURANCE COMPANY
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
$8.3B
GLAXOSMITHKLINE LLC
GLAXOSMITHKLINE CASH BALANCE PENSION PLAN
$2.9B · 7,110 participants
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL
BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN
$2.3B · 89,128 participants
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN
MEBA PENSION TRUST-DEFINED BENEFIT PLAN
$927.6M · 2,436 participants
BOT OF BREWERY CONFERENCE/ANHEUSER BUSCH DEFINED BENEFIT PENSION PLAN
BREWERY CONFERENCE/ANHEUSER-BUSCH DEFINED BENEFIT PENSION PLAN
$522.2M · 729 participants
Similar-size Offices of Physicians plans
ASSOCIATED SURGEONS & PHYSICIANS, LLC
ASAP 401(K) & PROFIT SHARING PLAN
$35.4M · 160 participants
RADIATION ONCOLOGY CONSULTANTS, LTD.
RADIATION ONCOLOGY CONSULTANTS, LTD. PROFIT SHARING PLAN AND TRUST
$35.4M · 29 participants
NORTHWEST GEORGIA ONCOLOGY CENTERS, P.C.
NORTHWEST GEORGIA ONCOLOGY CENTERS, P.C. 401(K) PLAN
$35.4M · 150 participants
ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC
ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN
$35.3M · 204 participants
COLUMBIA SURGICAL SPECIALISTS, P.S.
SPOKANE EAR, NOSE & THROAT CLINIC P.S. 401(K) PROFIT SHARING PLAN
$35.4M · 39 participants
PULMONARY ASSOCIATES, P.A.
PULMONARY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
$35.5M · 47 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants