How big is Southern Aggregates LLC's plan?

Southern Aggregates LLC's plan reported $989K in assets and 21 participants for 2024.

Original filing (PDF)20250915130749NAL0001801744001

Southern Aggregates LLC

Name: Southern Aggregates LLC — Southern Aggregates LLC, Form 5500 (2024)
Creator: Southern Aggregates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Aggregates LLC Cash Balance Plan

Defined-benefit pension plan · Southern Aggregates LLC's Southern Aggregates LLC Cash Balance Plan held $989K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$989K

Net assets (EOY)

$989K

People on this filing

Rick Juliano signed Southern Aggregates LLC's 2024 Form 5500 as plan administrator.

Rick Juliano — 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 Aggregates LLC's EIN is 65-0548937.

EIN 65-0548937

Plan number 002

Plan year 2024

ACK ID 20250915130749NAL0001801744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Aggregates LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN AGGREGATES LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score