Southern Management Corporation 401(k) Plan: Login, Facts & Contact Information

Southern Management Corporation 401(k) Plan Facts

Plan name
SOUTHERN MANAGEMENT COMPANIES LLC 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHERN MANAGEMENT COMPANIES LLC
Participants
2,625 (2,151 active employees)
Former employees with a balance
581
Plan assets
$91,656,103 at Dec 31, 2024
Average account balance
$46,221 across 1,983 accounts
Employer contributions
$2,788,776 in plan year 2024 (46% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1996
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.05 million went into the plan in contributions, $2.79 million of it from the employer (46%).
  • $7.32 million was paid out to participants.
  • Investment and other income added $9.21 million.
  • Administrative expenses were $193,188, about $97 per account.

How the Southern Management Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,964$75.8 million$3.43 million$7.27 million
20202,926$82.7 million$2.63 million$7.14 million
20212,307$89.2 million$2.58 million$7.40 million
20222,327$73.4 million$2.64 million$8.46 million
20232,501$83.9 million$2.68 million$6.48 million
20242,625$91.7 million$2.79 million$7.32 million

Southern Management Corporation 401(k) Contact Information

Phone
703-902-2000
Mailing address
7950 JONES BRANCH DRIVE SUITE 500N, MCLEAN VA 22102
Plan sponsor
SOUTHERN MANAGEMENT COMPANIES LLC
Employer identification number (EIN)
52-1223227
Plan number
003

Questions about the Southern Management Corporation 401(k)

Does Southern Management Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.79 million, 46% of all contributions.

Does the Southern Management Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Southern Management Corporation 401(k) plan?

2,625 participants at the start of plan year 2024, 2,151 of them active employees, and 581 former employees who still had money in the plan.

What is the average 401(k) balance at Southern Management Corporation?

About $46,221 per account: $91.7 million in plan assets across 1,983 accounts with a balance at the end of plan year 2024.

Who manages the Southern Management Corporation 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Southern Management Corporation. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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