Original filing (PDF)20251003091352NAL0000715219001

SOUTHERN FEDERAL, LLC

Name: SOUTHERN FEDERAL, LLC — SOUTHERN FEDERAL, LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: SOUTHERN FEDERAL, LLC

Form 5500-SF

FILING_RECEIVED

SOUTHERN FEDERAL, LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$307K

Net assets (EOY)

$307K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN FEDERAL, LLC.

Plan sponsor

Name

SOUTHERN FEDERAL, LLC

EIN

27-4506311

Address

PO BOX 9122 · SAVANNAH, GA · 31412

Phone

(912) 660-3827

Industry

Admin Support & Waste Mgmtsee 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

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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