Plan Snapshot
- Plan Sponsor: Southern Earth Sciences, INC.
- Sponsor EIN: 630710398
- Sponsor Address: 6352 PICCADILLY SQUARE DRIVE, MOBILE, AL, 36609
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $10.0M
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 | 98 | $10.0M | $198,634 | $342,289 |
| 2023 | 94 | $8.9M | $112,145 | $312,078 |
| 2022 | 101 | $7.2M | $105,815 | $303,647 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $23,249 | — | $23,249 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $17,203 | — | $17,203 |
| WILKINS MILLER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKINS MILLER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,452
- Estimated Expense Ratio: 0.404% 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 |
|---|---|---|---|---|---|
| 2024 | $43,008 | $25,805 | — | — | — |
| 2023 | $33,747 | $21,133 | — | — | — |
| 2022 | $42,206 | $24,198 | $18,008 | — | — |