Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC
EIN 20-5486780Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$4.5M assets
Welfare
0
Participants
37
2650 LEEMAN FERRY RD SW STE E - HUNTSVILLE, AL 35801256-562-1000
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.5M assets / 37 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#003
SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC 401(K)
401k
Assets$1.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$298K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.0M | 8 | 2024 | |
| 001 | SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC 401(K) | 401k | $1.2M | 22 | 2024 | |
| 002 | SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC PROFIT SHARING PLAN | ProfitSharing | $298K | 7 | 2025 |
Retirement plans