Back to filter
Original filing (PDF)20241009072535NAL0010406803001
SACSCOC, INC.
Form 5500-SF
FILING_RECEIVED
SACSCOC, INC. 403(B) PLAN
403(b) retirement plan
Active participants
66
Accounts w/ balance
91
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SACSCOC, INC..
Plan sponsor
Name
SACSCOC, INC.
EIN
32-0261810
Address
1866 SOUTHERN LANE · DECATUR, GA · 300334097
Phone
(404) 679-4500
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
TRINITY SCHOOL OF MIDLAND, INC.
TRINITY SCHOOL OF MIDLAND, INC. 403(B) DC PLAN
$18.4M · 214 participants
NAROPA UNIVERSITY
NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN
$18.4M · 196 participants
EDMUND BURKE SCHOOL
EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN
$18.4M · 77 participants
FALMOUTH ACADEMY, INC.
FALMOUTH ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
$18.4M · 57 participants
THE SOUTHEASTERN CONFERENCE
THE SOUTHEASTERN CONFERENCE PENSION PLAN
$18.4M · 43 participants
WHITFIELD SCHOOL
WHITFIELD SCHOOL RETIREMENT SAVINGS PLAN
$18.4M · 83 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