Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NAME SOUTH, LLC
EIN 20-4914061automotiveLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 26 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NAME SOUTH LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NAME SOUTH, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NAME SOUTH LLC 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 14 | 2025 | |
| 001 | NAME SOUTH, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 12 | 2025 |
Retirement plans