Plan Snapshot
- Plan Sponsor: Southeast Regional Council Of The National Association
- Sponsor EIN: 237134151
- Sponsor Address: 1505 LANCE LANE, ROUND ROCK, TX, 78664
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,729
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,729 | $17.0M | $23.5M | $0 |
| 2023 | 1,332 | $16.6M | $22.0M | $0 |
| 2022 | 1,392 | $17.6M | $20.3M | $0 |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM | 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 | $1,008,358 | $28,048 | $633,866 | — | — |
| 2023 | $1,048,475 | $27,161 | $592,598 | — | — |
| 2022 | $764,831 | $26,165 | $392,422 | — | $286,258 |