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AllocatorsPlancorporate pension<100m

Southern States, LLC Salaried Employees' Retirement Plan

Allocators

Hampton, GA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:b29d73f8-8762-42a1-88ef-82fa44ec723d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $14.1Mlatest reading; see basis
Assets as of: Nov 30, 2024
Assets basis: REPORTED
Funded ratio: 86%
Participants: 105
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Nov 30, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$208,291	Nov 30, 2024	Derived
Registered investment companies	n/a	n/a	n/a	99	$13.9M	Nov 30, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
USI Consulting Group	actuary	Dec 1, 2023	Nov 30, 2024	no	fact	Dol form 5500 pension
The Vanguard Group	trustee	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Futureplan by Ascensus	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Southern States, LLCPlan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (3)

→ The Vanguard GroupInvestment consultanttrustee
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Futureplan by AscensusInvestment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Dec 1, 2023 to Nov 30, 2024factForm 5500

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Nov 30, 2024
Southern States, LLC Salaried Employees' Retirement Plan total assets $12M -> $14M (+16.5%, 2023-11-30 to 2024-11-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:b29d73f8-8762-42a1-88ef-82fa44ec723d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Southern States, LLC Salaried Employees' Retirement Plan

Allocators

Hampton, GA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:b29d73f8-8762-42a1-88ef-82fa44ec723d

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$208,291

Nov 30, 2024

Derived

Registered investment companies

n/a

$13.9M

Nov 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

USI Consulting Group

actuary

Dec 1, 2023

Nov 30, 2024

fact

Dol form 5500 pension

The Vanguard Group

trustee

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Futureplan by Ascensus

actuary

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension