Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHARD BROS CONSTRUCTION INC
EIN 57-1091243constructionLatest filing 2025
Plans
3
Retirement
2
$1.9M assets
Welfare
1
Participants
40
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 32 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#001
SOUTHARD BROS. CONSTRUCTION, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN
401k
Assets$1.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHARD BROS. CONSTRUCTION, INC. CASH BALANCE PLAN
CashBalance
Assets$629K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHARD BROTHERS CONSTRUCTION INC EMPLOYEE GROUP HEALTH PLANB
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHARD BROS. CONSTRUCTION, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $1.3M | 19 | 2024 | |
| 002 | SOUTHARD BROS. CONSTRUCTION, INC. CASH BALANCE PLAN | CashBalance | $629K | 13 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHARD BROTHERS CONSTRUCTION INC EMPLOYEE GROUP HEALTH PLANB | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans