Original filing (PDF)20250925111343NAL0010403843001

Secca Foundation

Name: Secca Foundation — Secca Retirement Plan, Form 5500 (2023)
Creator: Secca Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Secca Retirement Plan

403(b) retirement plan · Secca Foundation's Secca Retirement Plan filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 4.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Secca Foundation's EIN is 56-0656890.

EIN 56-0656890

Plan number 001

Plan year 2023

ACK ID 20250925111343NAL0010403843001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Secca Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Secca Foundation's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECCA FOUNDATION.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 4.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SECCA FOUNDATION

EIN

all filings

Address

750 MARGUERITE DRIVE · WINSTON-SALEM, NC · 27106

Phone

(336) 725-1904

Industry

Arts, Entertainment, Recreation

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

2025-09-25

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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 providers

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