Back to filter
Original filing (PDF)20251007142329NAL0004715265001
SOUTHERN EDUCATIONAL SYSTEMS, INC.
Form 5500-SF
FILING_RECEIVED
SOUTHERN EDUCATIONAL SYSTEMS, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 EDUCATIONAL SYSTEMS, INC..
Plan sponsor
Name
SOUTHERN EDUCATIONAL SYSTEMS, INC.
EIN
57-0907160
Address
PO BOX 170339 · SPARTANBURG, SC · 29301
Phone
(864) 237-3739
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
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 providersRelated plans
Similar-size Wholesale Trade plans
MATERIAL HANDLING & STORAGE, INC.
MATERIAL HANDLING & STORAGE, INC. PROFIT SHARING PLAN
$1.2M · 2 participants
WORLD FULFILLMENT LLC
WORLD FULFILLMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 13 participants
INNOVATIVE SIGNS, INC.
INNOVATIVE SIGNS, INC. 401(K) PLAN
$1.2M · 18 participants
TRIANGLE ATLANTIC CASKET COMPANY
TRIANGLE ATLANTIC CASKET 401K PLAN
$1.2M · 17 participants
AIR MARKETING GROUP LLC
AIR MARKETING GROUP LLC CASH BALANCE PLAN
$1.2M · 2 participants
WORLDWIDE DISTRIBUTORS, INC.
WORLDWIDE DISTRIBUTORS, INC. GROUP RETIREMENT PLAN
$1.2M · 14 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