# Southeast Milk, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southeast-milk-inc-401k-plan

> Southeast Milk, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Southeast Milk, INC.

- **Sponsor EIN:** 590769519

- **Sponsor Address:** 1950 S.E. HIGHWAY 484, BELLEVIEW, FL, 34420

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$0|$0|

| 2023|114|$7.6M|$255,186|$558,670|

| 2022|254|$8.2M|$315,025|$622,942|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$58,472|—|$58,472|

| SAGEVIEW ADVISORY GROUP LLC|SERVICE PROVIDER|$41,466|—|$41,466|

| DUGGAN JOINER & COMPANY LLC|SERVICE PROVIDER|$30,000|—|$30,000|

### Verified Provider Profiles

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

- [DUGGAN JOINER & COMPANY LLC](https://planprovider.pro/provider/duggan-joiner-and-company) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $129,938

### 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|$8,320|—|—|—|—|

| 2023|$66,675|$24,257|$26,668|—|—|

| 2022|$33,717|—|—|—|—|

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- [Worldwide Primates, INC.](https://planprovider.pro/companies/worldwide-primates-inc-401k-plan) — 337 participants

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