Plan Snapshot
- Plan Sponsor: Southeastern Printing Company, INC.
- Sponsor EIN: 650717119
- Sponsor Address: 950 SE 8TH ST., HIALEAH, FL, 33010
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 130 | $8.9M | $331,087 | $645,784 |
| 2023 | 143 | $8.6M | $313,596 | $595,082 |
| 2022 | 146 | $7.1M | $426,190 | $630,749 |
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 |
|---|---|---|---|---|
| DEJOY AND CO. CPAS, 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 | $60,431 | $39,042 | — | — | — |
| 2023 | $61,424 | $32,968 | $23,975 | — | — |
| 2022 | $62,871 | $33,118 | $29,753 | — | — |