Original filing (PDF)20251013122228NAL0002769154001

SOUTHERN HERITAGE HOMEBUILDERS LLC

Name: SOUTHERN HERITAGE HOMEBUILDERS LLC — SOUTHERN HERITAGE HOMEBUILDERS LLC 401K PLAN, Form 5500 (2024)
Creator: SOUTHERN HERITAGE HOMEBUILDERS LLC

Form 5500-SF

FILING_RECEIVED

SOUTHERN HERITAGE HOMEBUILDERS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th 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 HERITAGE HOMEBUILDERS LLC.

Plan sponsor

Name

SOUTHERN HERITAGE HOMEBUILDERS LLC

EIN

45-1819091

Address

PO BOX 1682 · SUWANEE, GA · 30024

Phone

(770) 527-3030

Industry

Constructionsee all

Plan administrator