How big is Southcoast Community Foundation's plan?

Southcoast Community Foundation's plan reported $491K in assets and 9 participants for 2024.

Original filing (PDF)20250523183540NAL0003629681001

Southcoast Community Foundation

Name: Southcoast Community Foundation — Southcoast, Form 5500 (2024)
Creator: Southcoast Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southcoast Community Foundation 401(k) Plan

401(k) retirement plan · Southcoast Community Foundation's Southcoast Community Foundation 401(k) Plan held $491K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

People on this filing

Melanie S. Edwards-Tavares signed Southcoast Community Foundation's 2024 Form 5500 as plan administrator.

Melanie S. Edwards-Tavares — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southcoast Community Foundation's EIN is 04-3280353.

EIN 04-3280353

Plan number 001

Plan year 2024

ACK ID 20250523183540NAL0003629681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southcoast Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southcoast Community Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHCOAST COMMUNITY FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SOUTHCOAST COMMUNITY FOUNDATION

EIN

all filings

Address

128 UNION STREET, SUITE 403 · NEW BEDFORD, MA · 02740

Phone

(508) 996-8253

Industry

Other Services (ex. Public Admin)

Plan administrator