How big is Southern Education Foundation Inc.'s plan?

Southern Education Foundation Inc.'s plan reported $4.7M in assets and 31 participants for 2024.

Original filing (PDF)20250905125159NAL0017205937001

Southern Education Foundation Inc.

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

Form 5500-SF

FILING_RECEIVED

Southern Education Foundation Inc. Retirement Plan

403(b) retirement plan · Southern Education Foundation Inc.'s Southern Education Foundation Inc. Retirement Plan held $4.7M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Southern Education Foundation Inc.'s EIN is 13-5562388.

EIN 13-5562388

Plan number 002

Plan year 2024

ACK ID 20250905125159NAL0017205937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Education Foundation Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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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