SOUTHEAST FINANCIAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the SOUTHEAST FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The SOUTHEAST FINANCIAL GROUP, INC. 401(k) on its latest Form 5500
SOUTHEAST FINANCIAL GROUP, INC. (EIN 62-1259536) reports THE ROW GROUP 401K PLAN on its most recent Form 5500, with $783K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SOUTHEAST FINANCIAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the SOUTHEAST FINANCIAL GROUP, INC. 401(k)?
SOUTHEAST FINANCIAL GROUP, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SOUTHEAST FINANCIAL GROUP, INC.HR for the recordkeeper’s name and login.
How to check your SOUTHEAST FINANCIAL GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SOUTHEAST FINANCIAL GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).