Southeast, Inc. Safe Harbor 401(k) Plan
Sponsored by Southeast, Inc. · EIN 310940189 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 452
- With balances
- 349
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gerber, Llc CRD 120039 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gerber Llc | Investment advisory (plan) | $57,427 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $31,908 |