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  1. Companies/
  2. Southern Wealth Strategies, LLC

Filings through Oct 24, 2026.

Southern Wealth Strategies, LLC

EIN 82-4587452-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$556K assets
Health & Benefits
0
Participants
3
102 ROYAL OAK BLVD. - THIBODAUX, LA 70301985-492-2270southernwealthstrategies.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$556K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SOUTHERN WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$556K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOUTHERN WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN & TRUST401(k)$556K32025
  • SOUTHERN WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN & TRUST$556K
    #001 · 401(k) · 20253
Retirement plans
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