Plan Snapshot
- Plan Sponsor: Southeast, INC.
- Sponsor EIN: 310940189
- Sponsor Address: 16 W. LONG STREET, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 452
- Total Assets: $18.9M
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 | 452 | $18.9M | $652,110 | $1.4M |
| 2023 | 470 | $15.8M | $559,977 | $1.2M |
| 2022 | 449 | $12.3M | $502,556 | $1.1M |
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 |
|---|---|---|---|---|
| K M & M | Auditor | — | — | $0 |
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 | $89,335 | $57,099 | — | — | — |
| 2023 | $79,919 | $45,269 | — | — | — |
| 2022 | $68,107 | — | $68,107 | — | — |