Original filing (PDF)20251006084800NAL0008467490001

SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC

Name: SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC — SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC 401(K), Form 5500 (2024)
Creator: SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC

Form 5500-SF

FILING_RECEIVED

SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC.

Plan sponsor

Name

SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC

EIN

20-5486780

Address

2650 LEEMAN FERRY RD SW STE E · HUNTSVILLE, AL · 35801

Phone

(256) 562-1000

Industry

Finance & Insurancesee all

Plan administrator