Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHERN AGGREGATES LLC
EIN 65-0548937mining & metalsLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
61
2294 CR 526E - SUMTERVILLE, FL 33585352-245-4445southernagg.comLinkedIn1-10 employeesmining & metals
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 61 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 AGGREGATES LLC CASH BALANCE PLAN
TraditionalDB
Assets$1.0M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SOUTHERN AGGREGATES LLC 401(K) PLAN
401k
Assets$716K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHERN AGGREGATES LLC CASH BALANCE PLAN | TraditionalDB | $1.0M | 29 | 2025 | |
| 001 | SOUTHERN AGGREGATES LLC 401(K) PLAN | 401k | $716K | 32 | 2025 |
Retirement plans