How big is Sunbelt Human Advancement Resources, Inc.'s plan?

Sunbelt Human Advancement Resources, Inc.'s plan reported $7.4M in assets and 229 participants for 2024.

Original filing (PDF)20251013150915NAL0000747027001

Sunbelt Human Advancement Resources, Inc.

Name: Sunbelt Human Advancement Resources, Inc. — Form 5500 Plan 001 (2024)
Creator: Sunbelt Human Advancement Resources, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sunbelt Human Advancement Resources 403(b) Plan

Defined-contribution retirement plan · Sunbelt Human Advancement Resources, Inc.'s Sunbelt Human Advancement Resources 403(b) Plan held $7.4M in plan assets for 229 participants in 2024, with Empower as recordkeeper.

Signals · 1

66% in single holding

Active participants

229

Accounts w/ balance

130

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Pamela SIMS signed Sunbelt Human Advancement Resources, Inc.'s 2024 Form 5500 as plan administrator.

Pamela SIMS — 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

Sunbelt Human Advancement Resources, Inc.'s EIN is 57-6028253.

EIN 57-6028253

Plan number 001

Plan year 2024

ACK ID 20251013150915NAL0000747027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sunbelt Human Advancement Resources, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sunbelt Human Advancement Resources, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNBELT HUMAN ADVANCEMENT RESOURCES, INC..

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How this plan invests

This plan

79 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

High average account balance (85th percentile).

Plan sponsor

Name

SUNBELT HUMAN ADVANCEMENT RESOURCES, INC.

EIN

all filings

Address

254 S. PLEASANTBURG DRIVE · GREENVILLE, SC · 29607

Phone

(864) 269-0700

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

MARTIN SMITH & COMPANY CPAS PA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$15K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$447	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$446	—

TPA / Administrator

Investments

79 direct securities· $7.4M(100% of reported assets)

Other securities

$6.7M

47 holdings

Common Stocks

$377K

5 holdings

Mutual Funds

$160K

22 holdings

Participant loans

$98K

1 holding

Common Collective Trusts

$48K

2 holdings

Cash / Money Market

$5K

1 holding

U.S. Treasuries

1 holding

					% of plan
Guaranteed Interest Account	Other securities	—	—	$4.9M	66.3%
GWI Fixed Account - Series Class II	Other securities	—	—	$303K	4.1%
State Street Target Retirement 2035	Other securities	—	—	$171K	2.3%
Equitable Financial Life Insurance Company	Common Stocks	—	—	$141K	1.9%
State Street Target Retirement 2030	Other securities	—	—	$136K	1.9%
State Street Target Retirement 2040	Other securities	—	—	$131K	1.8%
EQ/Com Stck Index	Common Stocks	—	—	$130K	1.8%
State Street Target Retirement 2025	Other securities	—	—	$114K	1.6%
State Street Target Retirement 2045	Other securities	—	—	$112K	1.5%
Participant loans	Participant loans	—	—	$98K	1.3%
Multimanager Aggressive Equity	Other securities	—	—	$86K	1.2%
State Street Target Retirement 2055	Other securities	—	—	$72K	1.0%
State Street Target Retirement 2050	Other securities	—	—	$69K	0.9%
State Street Target Retirement 2060	Other securities	—	—	$66K	0.9%
EQ/Moderate Allocation	Other securities	—	—	$59K	0.8%
EQ/Lg Cap Val Managed Vol	Other securities	—	—	$52K	0.7%
1290 VT Gamco Small Co Val	Common Stocks	—	—	$51K	0.7%
EQ/Capital Group Research	Common Stocks	—	—	$50K	0.7%
EQ/Lg Cap Core Managed Vol	Other securities	—	—	$49K	0.7%
EQ/ClearBridge Large Cap Grwt	Other securities	—	—	$43K	0.6%
EQ/Mid Cap Index	Other securities	—	—	$36K	0.5%
EQ/T. Rowe Price Growth Stock	Other securities	—	—	$36K	0.5%
Multimanager Technology	Other securities	—	—	$29K	0.4%
EQ/AB Small Cap Growth	Other securities	—	—	$28K	0.4%
EQ/MFS Intrntnl Intrinsic Val	Mutual Funds	—	—	$27K	0.4%
EQ/International Equity Index	Common Collective Trusts	—	—	$25K	0.3%
Fidelity 500 Index	Common Collective Trusts	—	—	$23K	0.3%
State Street Target Retirement 2020	Other securities	—	—	$19K	0.3%
Ishares MSCI EAFE International Index	Other securities	—	—	$18K	0.2%
EQ/MFS International Growth	Mutual Funds	—	—	$18K	0.2%
EQ/Aggressive Allocation	Other securities	—	—	$17K	0.2%
EQ/JPMorgan Val Opportunities	Other securities	—	—	$17K	0.2%
EQ/Aggressive Growth Strategy	Other securities	—	—	$16K	0.2%
Fidelity Mid Cap Growth Index	Mutual Funds	—	—	$14K	0.2%
EQ/PIMCO Global Real Return	Mutual Funds	—	—	$14K	0.2%
Fidelity Mid Cap Index	Mutual Funds	—	—	$13K	0.2%
1290 VT SmartBeta Equity	Other securities	—	—	$13K	0.2%
EQ/Lg Cap Grw Managed Vol	Other securities	—	—	$12K	0.2%
EQ/Value Equity	Other securities	—	—	$11K	0.2%
Fidelity US Bond Index	Mutual Funds	—	—	$11K	0.1%
Fidelity Emerging Markets Index	Mutual Funds	—	—	$9K	0.1%
Fidelity Large Cap Growth Index	Mutual Funds	—	—	$8K	0.1%
EQ/Int Val Managed Vol	Other securities	—	—	$7K	0.1%
EQ/Core Plus Bond	Other securities	—	—	$7K	0.1%
State Street Target Retirement 2065	Other securities	—	—	$7K	<0.1%
EQ/Morgan Stanley Sml Cap Grw	Other securities	—	—	$7K	<0.1%
AF American Mutual	Other securities	—	—	$7K	<0.1%
Target 2025 Allocation	Other securities	—	—	$6K	<0.1%
EQ/Large Cap Growth Index	Other securities	—	—	$6K	<0.1%
Fidelity Small Cap Growth Index	Mutual Funds	—	—	$6K	<0.1%