Southeastern 401(k) Plan
Sponsored by Southeastern Construction & Maintenance, Inc. · EIN 591381065 · Plan #002
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 268
- With balances
- 127
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 |
|---|---|---|
| Chas. P. Smith & Associates, Pa, Cpa's CRD 104914 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chas P Smith & Associates Pa Cpas | Investment advisory (plan) | $38,381 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $17,355 |