Sponsor portfolio
SOUTHERN FINANCIAL EXCHANGE
EIN 72-0797058Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
7
1340 POYDRAS STREET SUITE 2010 - NEW ORLEANS, LA 70112504-525-6779
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN FINANCIAL EXCHANGE 401(K) PLAN | 401k | $1.1M | 7 | 2025 |
Retirement plans