Plan Snapshot
- Plan Sponsor: Southeastern Freight Lines, INC.
- Sponsor EIN: 570301199
- Sponsor Address: PO BOX 1691, COLUMBIA, SC, 292021691
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 10,084
- Total Assets: $1.3B
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. |
|---|---|---|---|---|
| 2025 | 10,084 | $1.3B | $0 | $0 |
| 2024 | 8,448 | $1.2B | $25.6M | $60.2M |
| 2023 | 8,597 | $1.0B | $24.2M | $57.0M |
| 2022 | 8,710 | $897.2M | $24.1M | $55.5M |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS INC | Other Service Provider | $542,738 | — | $542,738 |
| CREATIVE PLANNING LLC | Other Service Provider | $83,333 | — | $83,333 |
| GRANT THORNTON LLP | Other Service Provider | $24,511 | — | $24,511 |
| QDRO CONSULTANTS | Other Service Provider | $6,500 | — | $6,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $657,082
- Estimated Expense Ratio: 0.050% 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 |
|---|---|---|---|---|---|
| 2025 | $108,686,908 | $83,333 | — | $24,511 | — |
| 2024 | $779,463 | $83,185 | — | $23,243 | — |
| 2023 | $818,110 | $135,132 | — | $22,583 | — |
| 2022 | $820,163 | — | — | — | $21,208 |