How big is Southern Heritage Homebuilders LLC's plan?

Southern Heritage Homebuilders LLC's plan reported $146K in assets and 13 participants for 2024.

Original filing (PDF)20251013122228NAL0002769154001

Southern Heritage Homebuilders LLC

Name: Southern Heritage Homebuilders LLC — Southern, Form 5500 (2024)
Creator: Southern Heritage Homebuilders LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Heritage Homebuilders LLC 401(k) Plan

401(k) retirement plan · Southern Heritage Homebuilders LLC's Southern Heritage Homebuilders LLC 401(k) Plan held $146K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Michael Phelps signed Southern Heritage Homebuilders LLC's 2024 Form 5500 as plan administrator.

Michael Phelps — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southern Heritage Homebuilders LLC's EIN is 45-1819091.

EIN 45-1819091

Plan number 001

Plan year 2024

ACK ID 20251013122228NAL0002769154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern Heritage Homebuilders LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Heritage Homebuilders LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN HERITAGE HOMEBUILDERS LLC.

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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