Original filing (PDF)20250930153635NAL0016666675001

THE SAPELO FOUNDATION

Name: THE SAPELO FOUNDATION — THE SAPELO FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE SAPELO FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE SAPELO FOUNDATION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE SAPELO FOUNDATION

EIN

58-0827472all filings

Address

100 BULL STREET · SUITE 200 · SAVANNAH, GA · 31401

Phone

(912) 298-0222

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