Find an old Southern States 401(k)

Who to contact about an account in each of the 4 Southern States plans, from the filings. Free, no sign-up, no Social Security number.

Southern States, LLC Hourly Employees Savings Plan

Southern States, LLC · Plan 006 · EIN 03-0493527 · Hampton, GA

Active · plan year 2024 filing401(k)
Plan administratorTommy Horst
P O Box 24628, Knoxville, TN 37933
Form 5500 ↗
Recordkeeper (who holds the accounts)Vanguard Group, Inc.Schedule C ↗
Former employees with balances30 separated participants still had money in the planForm 5500 ↗

Southern States, LLC Salaried Employees Savings Plan

Southern States, LLC · Plan 005 · EIN 03-0493527 · Hampton, GA

Active · plan year 2024 filing401(k)
Plan administratorTommy Horst
P O Box 24628, Knoxville, TN 37933
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard GroupSchedule C ↗
Former employees with balances49 separated participants still had money in the planForm 5500 ↗

Southern States, LLC Hourly Employees' Retirement Plan

Southern States, LLC · Plan 004 · EIN 03-0493527 · Hampton, GA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorSouthern States, LLC
30 Georgia Avenue, Hampton, GA 30228
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances40 separated participants still had money in the planForm 5500 ↗

Southern States, LLC Salaried Employees' Retirement Plan

Southern States, LLC · Plan 003 · EIN 03-0493527 · Hampton, GA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorSouthern States, LLC
30 Georgia Avenue, Hampton, GA 30228
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances20 separated participants still had money in the planForm 5500 ↗

Southern States 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Southern States 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Tommy Horst, (865) 966-1225. The accounts are held by the recordkeeper, Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Southern States 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (865) 966-1225.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Southern States and does not hold accounts. Not financial advice. Report a correction