# Southeast Mechanical LLC 401(k) Plan
Source: https://planprovider.pro/companies/southeast-mechanical-llc-401k-plan-001-1473

> Southeast Mechanical LLC's 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southeast Mechanical LLC

- **Sponsor EIN:** 844771473

- **Sponsor Address:** 5142 N CAUSEWAY ROAD, WINSTON SALEM, NC, 27106

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

- **Total Participants:** 401

- **Total Assets:** $7.1M

## 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|401|$7.1M|$255,945|$689,012|

| 2023|284|$5.2M|$199,632|$496,382|

| 2022|149|$2.4M|$113,833|$289,023|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$17,037|—|$17,037|

| SECURITIES AMERICA ADVISOR INC|ADVISOR|$10,455|—|$10,455|

| FORVIS MAZARS, LLP|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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,492

- **Estimated Expense Ratio:** 0.389% 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|$28,765|$11,728|—|—|—|

| 2023|$20,497|$1,053|—|—|—|

| 2022|$7,239|$990|$6,249|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southeast-mechanical-llc-401k-plan-001-1473)

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