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Sponsor portfolio

SOUTHERN SOFTWARE, INC.

EIN 56-1648911-computer software-Latest filing 2025
Plans
2
Retirement
2
$47.7M assets
Welfare
0
Participants
194
150 PERRY DRIVE - SOUTHERN PINES, NC 28387910-695-0005southernsoftware.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#002ESOP-$39.5M - 96 part#001401k-$8.2M - 98 part

Retirement portfolio analytics

2 plans aggregated / $47.7M assets / 194 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • EMPLOYEE STOCK OWNERSHIP (#002)83%
  • PROFIT SHARING PLAN (#001)17%
Total $47.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)98
  • EMPLOYEE STOCK OWNERSHIP (#002)96
Total 194Click 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

THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$39.5M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHERN SOFTWARE, INC. PROFIT SHARING PLAN

401k

Assets$8.2M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE SOUTHERN SOFTWARE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$39.5M962025
001SOUTHERN SOFTWARE, INC. PROFIT SHARING PLAN401k$8.2M982025
Retirement plans
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