Southeastern Property Management Llc 401(k) Plan
Sponsored by Southeastern Property Management Llc · EIN 630755228 · Plan #006
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 705
- With balances
- 369
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $87,759 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Float revenue | $46,405 |
| Black & Pinckard Llc | Accounting | $11,000 |
| Stones River Consulting | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,787 |