Plan Snapshot
- Plan Sponsor: Southeast Personnel Leasing, INC.
- Sponsor EIN: 593298197
- Sponsor Address: 2739 US HIGHWAY 19 NORTH, HOLIDAY, FL, 34691
- Plan Type: 401(k)
- Total Participants: 2,504
- Total Assets: $46.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,504 | $46.5M | $1.6M | $5.2M |
| 2023 | 2,685 | $40.0M | $1.3M | $4.7M |
| 2022 | 2,408 | $31.3M | $1.2M | $3.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | Recordkeeper | $187,714 | — | $187,714 |
| MERRILL LYNCH LIFE AGENCY, INC. | Investment Advisor | $63,612 | — | $63,612 |
| 360 PAYROLL INTEGRATION, CORP | Other Service Provider | $12,722 | — | $12,722 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS. CO — Recordkeeper
- MERRILL LYNCH LIFE AGENCY, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $264,048
- Estimated Expense Ratio: 0.568% 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 | $264,048 | $76,334 | — | — | — |
| 2023 | $211,120 | $60,119 | — | — | — |
| 2022 | $189,357 | $53,465 | — | — | — |