Plan Snapshot
- Plan Sponsor: Southeastern Surveying & Mapping
- Sponsor EIN: 591621976
- Sponsor Address: 6500 ALL AMERICAN BOULEVARD, ORLANDO, FL, 32810
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $12.7M
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. |
|---|---|---|---|---|
| 2024 | 223 | $12.7M | $261,896 | $976,375 |
| 2023 | 209 | $10.4M | $237,217 | $890,110 |
| 2022 | 229 | $9.1M | $200,896 | $793,361 |
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 |
|---|---|---|---|---|
| BERMAN HOPKINS WRIGHT & LAHAM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERMAN HOPKINS WRIGHT & LAHAM — 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 | $46,668 | $35,130 | — | — | — |
| 2023 | $37,968 | $30,339 | — | — | — |
| 2022 | $37,742 | — | — | — | — |