Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHERN DIRECTIONAL, INC.
EIN 63-1233438constructionLatest filing 2025
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
99
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 99 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
SOUTHERN DIRECTIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.2M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHERN DIRECTIONAL 401K PLAN
401k
Assets$1.8M
Participants52
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 | SOUTHERN DIRECTIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.2M | 47 | 2025 | |
| 001 | SOUTHERN DIRECTIONAL 401K PLAN | 401k | $1.8M | 52 | 2025 |
Retirement plans