Original filing (PDF)20250416220510NAL0000460706027

SOUTHERN HERITAGE FINANCIAL GROUP, LLC

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

Form 5500-SF

FILING_RECEIVED

SOUTHERN HERITAGE FINANCIAL GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

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 (14th 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 FINANCIAL GROUP, LLC.

Plan sponsor

Name

SOUTHERN HERITAGE FINANCIAL GROUP, LLC

EIN

47-2699371all filings

Address

6452 DEKEON DRIVE · ATLANTA, GA · 30349

Phone

(404) 445-6258

Industry

Professional & Technical Servicessee all

Plan administrator