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Original filing (PDF)20251028131102NAL0017478914001

SIGMA ALPHA EPSILON

Form 5500-SF
FILING_RECEIVED
SIGMA ALPHA EPSILON GCF BENEFIT PLAN
Health & welfare plan
Active participants
2
Accounts w/ balance
Plan assets (EOY)
$3K
Net assets (EOY)
$837
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 SIGMA ALPHA EPSILON.
Plan sponsor
Name
SIGMA ALPHA EPSILON
EIN
58-0581459
Address
247 PULASKI ST · ATHENS, GA · 30601
Phone
(706) 543-7095
Industry
Professional & Technical Servicessee all
Plan administrator
Name
MORGAN LAW
EIN
83-1338063
City
ATLANTA, GA
Phone
(404) 223-2264
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-28
Welfare benefit codes
4A · Health (other than dental or vision)
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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