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  2. Southstar Capital
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Southstar Capital

EIN 26-2227808-financial services-Latest filing 2025
Plans
2
Retirement
2
$9.9M assets
Health & Benefits
0
Participants
73
P.O. BOX 2323 - MOUNT PLEASANT, SC 29465843-277-6449southstarcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002Cash balance-$6.6M - 41 part#001401(k)-$3.3M - 32 part

Retirement portfolio analytics

2 plans aggregated / $9.9M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

  • CASH BALANCE PLAN (#002)$6.6M
  • SOUTHSTAR CAPITAL 401(K) (#001)$3.3M
Total $9.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)41
  • SOUTHSTAR CAPITAL 401(K) (#001)32
Total 73Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SOUTHSTAR CAPITAL CASH BALANCE PLAN

Cash balance

Assets$6.6M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SOUTHSTAR CAPITAL 401(K) PLAN

401(k)

Assets$3.3M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SOUTHSTAR CAPITAL CASH BALANCE PLANCash balance$6.6M412025
#001SOUTHSTAR CAPITAL 401(K) PLAN401(k)$3.3M322025
  • SOUTHSTAR CAPITAL CASH BALANCE PLAN$6.6M
    #002 · Cash balance · 202541
  • SOUTHSTAR CAPITAL 401(K) PLAN$3.3M
    #001 · 401(k) · 202532
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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