# Southeastern Community Action 403(b) Plan
Source: https://planprovider.pro/companies/southeastern-community-action-partnership-inc-403b-plan

> Southeastern Community Action's 403(b) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southeastern Community Action

- **Sponsor EIN:** 560815638

- **Sponsor Address:** 405 N ELM ST, LUMBERTON, NC, 283585556

- **Plan Type:** 403(b)

- **Total Participants:** 327

- **Total Assets:** $6.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|327|$6.4M|$529,728|$252,596|

| 2023|317|$5.9M|$484,788|$231,606|

| 2022|318|$5.5M|$473,253|$233,003|

## 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|

| ANDERSON SMITH & WIKE PLLC|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|$6,300|—|—|—|—|

| 2023|$5,707|—|—|—|—|

| 2022|$7,485|—|—|—|—|

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