Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SOUTHERN GROUP INC
EIN 31-1204334ConstructionLatest filing 2024
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
39
2275 MORGAN ROSS RD - HAMILTON, OH 450139415614-389-2626
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 39 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
THE SOUTHERN GROUP INC MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$4.9M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE SOUTHERN GROUP INC PROFIT SHARING PLAN
ProfitSharing
Assets$2.3M
Participants11
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 | THE SOUTHERN GROUP INC MONEY PURCHASE PENSION PLAN | MoneyPurchase | $4.9M | 28 | 2024 | |
| 001 | THE SOUTHERN GROUP INC PROFIT SHARING PLAN | ProfitSharing | $2.3M | 11 | 2024 |
Retirement plans