Plan Snapshot
- Plan Sponsor: Southeast Culvert, INC.
- Sponsor EIN: 581431250
- Sponsor Address: P.O. BOX 999, AUBURN, GA, 30011
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $9.2M | $403,785 | $601,976 |
| 2023 | 109 | $7.3M | $343,046 | $502,867 |
| 2022 | 102 | $5.5M | $240,983 | $373,504 |
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 |
|---|---|---|---|---|
| RESJ, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESJ, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $77,021 | $24,986 | $49,802 | — | — |
| 2023 | $56,695 | $18,643 | $36,727 | — | — |
| 2022 | $52,069 | $17,024 | $33,695 | — | $1,350 |