· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTHERN EDUCATION FOUNDATION INC — SOUTHERN EDUCATION FOUNDATION INC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250905125159NAL0017205937001
SOUTHERN EDUCATION FOUNDATION INC
Form 5500-SF
FILING_RECEIVED
SOUTHERN EDUCATION FOUNDATION INC RETIREMENT PLAN
403(b) retirement plan
Active participants
31
Accounts w/ balance
44
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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
SOUTHERN EDUCATION FOUNDATION INC
.
Find decision makers
Plan sponsor
Name
SOUTHERN EDUCATION FOUNDATION INC
EIN
13-5562388
Address
101 MARIETTA STREET NW · SUITE 1650 · ATLANTA, GA · 30303
Phone
(404) 523-0001
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
THE WILLIAMSBURG CHARTER HIGH SCHOOL
THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN
$4.7M · 108 participants
BEDFORD STUYVESANT NEW BEGINNINGS CHARTER SCHOOL
BEDFORD STUYVESANT NEW BEGINNINGS CHARTER SCHOOL 401(K) RETIREMENT PLAN
$4.7M · 106 participants
ASPEN PREP ACADEMY
ASPEN ACADEMY 403(B) PLAN
$4.7M · 87 participants
PINEWOOD PREPARATORY SCHOOL
PINEWOOD PREPARATORY SCHOOL 403(B) PLAN
$4.7M · 157 participants
MATH, ENGINEERING, AND SCIENCE ACADEMY (MESA) CHARTER HIGH SCHOOL
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MESA CHARTER SCHOOL 401(K) PLAN
$4.7M · 83 participants
GOLDFISH SWIM SCHOOL, LLC
GOLDFISH SWIM SCHOOL, LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.7M · 114 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants