Original filing (PDF)20250604131629NAL0007853651001

SOUTHFACE ENERGY INSTITUTE

Name: SOUTHFACE ENERGY INSTITUTE — 403(B) THRIFT PLAN OF SOUTHFACE ENERGY INSTITUTE, Form 5500 (2024)
Creator: SOUTHFACE ENERGY INSTITUTE

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF SOUTHFACE ENERGY INSTITUTE

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHFACE ENERGY INSTITUTE.

Plan sponsor

Name

SOUTHFACE ENERGY INSTITUTE

EIN

58-1357547

Address

241 PINE STREET NE · ATLANTA, GA · 30308

Phone

(404) 604-3668

Industry

Professional & Technical Servicessee 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

2025-06-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

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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