Plan Snapshot
- Plan Sponsor: Southeastern Construction & Maintenance, INC.
- Sponsor EIN: 591381065
- Sponsor Address: 1150 PEBBLEDALE RD, MULBERRY, FL, 33860
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 268 | $8.9M | $77,974 | $537,692 |
| 2023 | 228 | $7.6M | $79,795 | $545,185 |
| 2022 | 220 | $6.3M | $72,895 | $469,370 |
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 |
|---|---|---|---|---|
| CHAS P SMITH & ASSOCIATES PA CPAS | ADVISOR | $38,381 | — | $38,381 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $17,355 | — | $17,355 |
| WALL TITUS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHAS P SMITH & ASSOCIATES PA CPAS — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,736
- Estimated Expense Ratio: 0.627% 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 | $55,736 | $38,381 | — | — | — |
| 2023 | $42,625 | $27,980 | — | — | — |
| 2022 | $15,645 | — | — | — | — |