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SOUTHMARK FINANCIAL ADVISORS LLC

EIN 47-4002754-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$783K assets
Welfare
0
Participants
2
125 SHIPYARD DRIVE - HILTON HEAD ISLAND, SC 299287831803-228-0313
Plans on this EIN
1 filing
#001401k-$783K - 2 part

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Retirement#001

SOUTHMARK FINANCIAL ADVISORS LLC 401(K) PLAN

401k

Assets$783K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHMARK FINANCIAL ADVISORS LLC 401(K) PLAN401k$783K22025
Retirement plans
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