Plan Snapshot
- Plan Sponsor: Southern Eagle Distributing, INC
- Sponsor EIN: 363286134
- Sponsor Address: 5300 GLADES CUTOFF ROAD, FORT PIERCE, FL, 34981
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $14.3M
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 | 289 | $14.3M | $412,327 | $971,488 |
| 2023 | 291 | $13.0M | $410,333 | $953,713 |
| 2022 | 282 | $10.9M | $389,710 | $884,391 |
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 |
|---|---|---|---|---|
| JACOBY AND HANDLEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACOBY AND HANDLEY, PLLC — 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 | $74,463 | — | $74,463 | — | — |
| 2023 | $68,106 | — | $68,106 | — | — |
| 2022 | $59,843 | — | $59,843 | — | — |