# Southeast Automotive Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southeast-automotive-management-inc-401k-plan

> Southeast Automotive Management, INC.'s 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southeast Automotive Management, INC.

- **Sponsor EIN:** 203681684

- **Sponsor Address:** 551 NORTH NOVA ROAD, DAYTONA BEACH, FL, 32115

- **Plan Type:** 401(k)

- **Total Participants:** 327

- **Total Assets:** $16.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|327|$16.7M|$0|$1.3M|

| 2023|343|$16.5M|$0|$1.4M|

| 2022|343|$13.7M|$0|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HOLLAND ADVISORY SERVICES INC|ADVISOR|$41,054|—|$41,054|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,909|—|$7,909|

| BOLERJACK HALSEMA BOWLING & WHITE P|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,963

- **Estimated Expense Ratio:** 0.292% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$48,963|$41,054|—|—|—|

| 2023|$43,655|$35,903|—|—|—|

| 2022|$45,349|—|—|—|—|

## Similar Plans

- [Tom Bush Volkswagen, INC. Dba Tom Bush Regency Motors & Tom Bush Bmw](https://planprovider.pro/companies/tom-bush-volkswagen-inc-401k-plan) — 328 participants

- [Longwood Lincoln Mercury, INC.](https://planprovider.pro/companies/longwood-lincoln-mercury-inc-401k-plan) — 324 participants

- [Beck Auto Sales, INC.](https://planprovider.pro/companies/beck-auto-sales-inc-plan) — 324 participants

- [Bartow Ford Co.](https://planprovider.pro/companies/bartow-ford-co-plan) — 324 participants

- [Alan Jay Automotive Management, INC.](https://planprovider.pro/companies/alan-jay-automotive-management-inc-401k-plan) — 321 participants

- [Mutz Motors Limited Partnership](https://planprovider.pro/companies/mutz-motors-limited-partnership-401k-plan) — 335 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southeast-automotive-management-inc-401k-plan)

© 2026 PlanProvider.Pro