Original filing (PDF)20251006083737NAL0003376241001

THE SOUTHERN GROUP OF FLORIDA, INC.

Name: THE SOUTHERN GROUP OF FLORIDA, INC. — THE SOUTHERN GROUP OF FLORIDA 401(K) PLAN, Form 5500 (2024)
Creator: THE SOUTHERN GROUP OF FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

THE SOUTHERN GROUP OF FLORIDA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SOUTHERN GROUP OF FLORIDA, INC..

Plan sponsor

Name

THE SOUTHERN GROUP OF FLORIDA, INC.

EIN

59-3584976

Address

123 SOUTH ADAMS STREET · TALLAHASSEE, FL · 32301

Phone

(850) 671-4401

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator