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Sponsor portfolio

SOUTHFORK HOMES, LLC

EIN 27-1125766-construction-Latest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
17
1607 HARDIGREE RD - WINDER, GA 30680770-725-1594LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$4.7M - 7 part#001401k-$2.0M - 10 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • HOMES, LLC 401(K) (#001)30%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOMES, LLC 401(K) (#001)10
  • CASH BALANCE PLAN (#002)7
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHFORK HOMES, LLC CASH BALANCE PLAN

CashBalance

Assets$4.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHFORK HOMES, LLC 401(K) PLAN

401k

Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHFORK HOMES, LLC CASH BALANCE PLANCashBalance$4.7M72024
001SOUTHFORK HOMES, LLC 401(K) PLAN401k$2.0M102025
Retirement plans
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