# Southeastern Property Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/southeastern-property-management-llc-401k-plan-006

> Southeastern Property Management LLC's 401(k) plan: 705 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southeastern Property Management LLC

- **Sponsor EIN:** 630755228

- **Sponsor Address:** 1103 RICHARD ARRINGTON, JR BLVD S, BIRMINGHAM, AL, 35205

- **Plan Type:** 401(k)

- **Total Participants:** 705

- **Total Assets:** $15.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|705|$15.9M|$796,185|$1.7M|

| 2023|615|$13.3M|$718,505|$1.6M|

| 2022|681|$10.1M|$703,462|$1.6M|

## 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|

| BLACK & PINCKARD, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLACK & PINCKARD, LLC](https://planprovider.pro/provider/black-and-pinckard-llc) — Auditor

## 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|$153,381|—|$55,269|—|—|

| 2023|$89,512|—|$78,512|—|—|

| 2022|$70,823|—|$70,823|—|—|

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