# Southeastern Construction & Maintenance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southeastern-construction-maintenance-inc-401k-plan

> Southeastern Construction & Maintenance, INC.'s 401(k) plan: 268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cps-investment-advisors) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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