Southern Auto Finance 401(k) match, vesting and fees
What Southern Auto Finance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock | Schedule C ↗ |
| Independent auditor | Kaufman Rossin & Co, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $5.9M at the end of plan year 2021 to $6.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 120 | $6.6M | $156K | $1,303 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 111 | $5.7M | $127K | $1,164 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 115 | $5M | $79K | $703 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 123 | $5.9M | $72K | $602 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Southern Auto Finance match 401(k) contributions?
The match terms for the Southern Auto Finance Company, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $156K in employer contributions, about $1,303 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Auto Finance 401(k) match vested?
The vesting schedule for the Southern Auto Finance Company, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Auto Finance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Southern Auto Finance Company, LLC.
I left Southern Auto Finance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Auto Finance Company, LLC, (954) 497-1000) or the recordkeeper, John Hancock. The Southern Auto Finance old 401(k) page lists the contacts from every plan filing. Find an old Southern Auto Finance 401(k)
Data from the public Form 5500 annual reports Southern Auto Finance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Southern Auto Finance. Not financial advice. Report a correction · Methodology