# Southeast Forest Products Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southeast-forest-products-holdings-inc-630784184-002

> Southeast Forest Products Holdings, INC.'s 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southeast Forest Products Holdings, INC.

- **Sponsor EIN:** 630784184

- **Sponsor Address:** 3077 CARTER HILL ROAD, MONTGOMERY, AL, 36111

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

- **Plan Number:** 002

- **Total Participants:** 140

- **Total Assets:** $7.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2025|140|$7.6M|$69,476|$231,392|

| 2024|131|$7.2M|$82,609|$264,302|

| 2023|161|$7.2M|$120,554|$418,693|

| 2022|143|$5.9M|$122,312|$380,881|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$16,912|—|$16,912|

| MORGAN STANLEY|Investment Advisor|$13,260|—|$13,260|

| AZALEA ADMINISTRATION, LLC|Other Service Provider|—|$6,979|$6,979|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,151

- **Estimated Expense Ratio:** 0.487% 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|

| 2025|$908,760|—|—|—|—|

| 2024|$32,767|—|—|—|—|

| 2023|$144,764|—|—|—|—|

| 2022|$29,229|—|$29,229|—|—|

## Similar Plans

- [Great Southern Wood Preserving, INC.](https://planprovider.pro/companies/great-southern-wood-preserving-inc-401k-plan) — 1,905 participants

- [The Westervelt Company](https://planprovider.pro/companies/the-westervelt-company-631158654-501) — 679 participants

- [Kykenkee](https://planprovider.pro/companies/kykenkee-401k-plan) — 154 participants

- [Pinnacle Renewable Holdings (Usa) INC.](https://planprovider.pro/companies/pinnacle-renewable-holdings-usa-inc-plan) — 105 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southeast-forest-products-holdings-inc-630784184-002)

© 2026 PlanProvider.Pro