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Original filing (PDF)20250821151731NAL0002166435001
SOUTH UNIVERSITY SAVANNAH, LLC
Form 5500
FILING_RECEIVED
SOUTH UNIVERSITY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
83% in single holding
Active participants
2,330
Accounts w/ balance
969
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
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
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "[DFE: LARGE CAP GROWTH FUND II (no filing on disk)]" is 83% of plan.
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH UNIVERSITY SAVANNAH, LLC.
Plan sponsor
Name
SOUTH UNIVERSITY SAVANNAH, LLC
EIN
82-1659323
Address
709 MALL BLVD · SAVANNAH, GA · 31406
Phone
(866) 629-2901
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
SYMPHONA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-3523567 | — | CUSTODIAN AND TRUSTEE | $11K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | RECORDKEEPER | $122K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FIDUCIARY GROUP | 47-3210786 | — | INVESTMENT ADVISOR | $54K | — |
Investments
2 pooled funds· $1.9M(6% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II GREAT GRAY TRUST CO · EIN 38-4139849 / PN 626 | Common Collective Trust | — | — | $1.6M | 5.0% | |
| MID CAP VALUE FUND II GREAT GRAY TRUST CO · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $326K | 1.0% |
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