Original filing (PDF)20250722160251NAL0007564738001

SOUTH ATLANTIC FEDERAL CREDIT UNION

Name: SOUTH ATLANTIC FEDERAL CREDIT UNION — SOUTH ATLANTIC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST, Form 5500 (2024)
Creator: SOUTH ATLANTIC FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SOUTH ATLANTIC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH ATLANTIC FEDERAL CREDIT UNION.

Plan sponsor

Name

SOUTH ATLANTIC FEDERAL CREDIT UNION

EIN

59-2570877all filings

Address

1 W CAMINO REAL · STE 110 · BOCA RATON, FL · 334325966

Phone

(561) 394-7097

Industry

Finance & Insurancesee all

Plan administrator