Assets by plan
Share of aggregate retirement assets
Filings through .
Southern Fidelity Mortgage Group of Huntsville, LLC
EIN 20-5486780Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$5.8M assets
Health & Benefits
0
Participants
40
2650 LEEMAN FERRY RD SW STE E - HUNTSVILLE, AL 35801256-562-1000
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.8M assets / 40 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$4.0M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC 401(K)
401(k)
Assets$1.5M
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC PROFIT SHARING PLAN
Profit-sharing
Assets$298K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $4.0M | 7 | 2025 |
| #001 | SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC 401(K) | 401(k) | $1.5M | 26 | 2025 |
| #002 | SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC PROFIT SHARING PLAN | Profit-sharing | $298K | 7 | 2025 |
- #003 · Traditional DB · 20257
- #001 · 401(k) · 202526
- #002 · Profit-sharing · 20257
Retirement plans