Plan Snapshot
- Plan Sponsor: Southeast Unloading, LLC
- Sponsor EIN: 593746670
- Sponsor Address: 1894 S 14TH ST STE 2, FERNANDINA BEACH, FL, 320344717
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $3.7M
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 | 306 | $3.7M | $471,029 | $963,203 |
| 2023 | 310 | $3.2M | $473,600 | $734,488 |
| 2022 | 315 | $2.1M | $146,273 | $677,270 |
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 |
|---|---|---|---|---|
| PURVIS GRAY & COMPANY LLP | 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 | $81,461 | — | $81,461 | — | — |
| 2023 | $49,815 | — | $49,815 | — | — |
| 2022 | $7,214 | — | $7,214 | — | — |