Back to filter
Original filing (PDF)20251028123007NAL0006894337001
SOUTHERN DEVELOPMENT MANAGEMENT COMPANY, INC.
Form 5500
FILING_RECEIVED
SOUTHERN DEVELOPMENT MANAGEMENT COMPANY EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 SOUTHERN DEVELOPMENT MANAGEMENT COMPANY, INC..
Plan sponsor
Name
SOUTHERN DEVELOPMENT MANAGEMENT COMPANY, INC.
EIN
57-0884962
Address
1403 JARET COURT · WEST COLUMBIA, SC · 29169
Phone
(803) 808-3966
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-10-28
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Real Estate plans
DP SALES & SERVICE, LLC
DP SALES & SERVICE, LLC 401(K) PLAN
$0
DOMUS PROPERTY MANAGEMENT LLC
DOMUS PROPERTY MANAGEMENT LLC 401(K) PLAN
$0 · 9 participants
AMELIA ISLAND CONCIERGE SERVICES, INC.
AMELIA ISLAND CONCIERGE SERVICE, INC. PROFIT SHARING PLAN AND TRUST
$0
SYDELL GROUP LLC
THE SYDELL GROUP LLC 401(K) PLAN
$0
DORIS DAVIS, INC.
DORIS DAVIS, INC. PROFIT SHARING PLAN
$0
COLUMBIA COMMUNITY ASSOC
COLUMBIA COMMUNITY ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST
$0 · 15 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants