Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHSTAR CAPITAL
EIN 26-2227808financial servicesLatest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
71
PO BOX 2323 - MOUNT PLEASANT, SC 29465843-277-6449southstarcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 71 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
SOUTHSTAR CAPITAL CASH BALANCE PLAN
CashBalance
Assets$6.6M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHSTAR CAPITAL 401(K) PLAN
401k
Assets$2.7M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHSTAR CAPITAL CASH BALANCE PLAN | CashBalance | $6.6M | 41 | 2025 | |
| 001 | SOUTHSTAR CAPITAL 401(K) PLAN | 401k | $2.7M | 30 | 2024 |
Retirement plans