Original filing (PDF)20230219210113NAL0027044403001

SOUTHERN EXCHANGE, L.P.

Name: SOUTHERN EXCHANGE, L.P. — SOUTHERN EXCHANGE, L.P. 401(K) PLAN, Form 5500 (2022)
Creator: SOUTHERN EXCHANGE, L.P.

Form 5500-SF

FILING_RECEIVED

SOUTHERN EXCHANGE, L.P. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN EXCHANGE, L.P..

Plan sponsor

Name

SOUTHERN EXCHANGE, L.P.

EIN

74-1381629

Address

1332 CONRAD SAUER DRIVE · HOUSTON, TX · 77043

Phone

(713) 464-5551

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-02-19

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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