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SOUTHCOAST COMMUNITY FOUNDATION — SOUTHCOAST COMMUNITY FOUNDATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250523183540NAL0003629681001
SOUTHCOAST COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
SOUTHCOAST COMMUNITY FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
15
Plan assets (EOY)
$491K
Net assets (EOY)
$491K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHCOAST COMMUNITY FOUNDATION
.
Find decision makers
Plan sponsor
Name
SOUTHCOAST COMMUNITY FOUNDATION
EIN
04-3280353
Address
128 UNION STREET, SUITE 403 · NEW BEDFORD, MA · 02740
Phone
(508) 996-8253
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
PRISM REPORTS, INC.
PRISM REPORTS 401(K) PLAN
$491K · 14 participants
WASHINGTON ASPHALT PAVEMENT ASSOCIATION
WASHINGTON ASPHALT PAVEMENT ASSOCIATION PENSION PLAN
$491K · 3 participants
ISLAMIC SERVICES FOUNDATION
ISLAMIC SERVICES FOUNDATION 401(K) PLAN
$491K · 120 participants
SAINT FRANCIS FOUNDATION
SAINT FRANCIS FOUNDATION 401(K) PLAN
$491K · 5 participants
HARKNESS FOUNDATION FOR DANCE INC.
HARKNESS FOUNDATION FOR DANCE, INC. MONEY PURCHASE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$491K · 1 participants
WAYNE COUNTY, INDIANA FOUNDATION, INC.
WAYNE COUNTY,INDIANA, FOUNDATION,INC. 403 B PLAN
$491K · 6 participants
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