# Southeast Regional Council Of The National Association 401(k) Plan
Source: https://planprovider.pro/companies/southeast-regional-council-of-the-national-association-237134151-501

> Southeast Regional Council Of The National Association's 401(k) plan: 1,729 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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