Original filing (PDF)20231016130124NAL0025605171001

SOUTHEAST CAPITAL INVESTMENT GROUP LLC

Name: SOUTHEAST CAPITAL INVESTMENT GROUP LLC — SOUTHEASTERN CAPITAL MANAGEMENT GROUP LLC 401 K PLAN, Form 5500 (2022)
Creator: SOUTHEAST CAPITAL INVESTMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

SOUTHEASTERN CAPITAL MANAGEMENT GROUP LLC 401 K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEAST CAPITAL INVESTMENT GROUP LLC.

Plan sponsor

Name

SOUTHEAST CAPITAL INVESTMENT GROUP LLC

EIN

20-0583910

Address

3338K COUNTRY CLUB RD · VALDOSTA, GA · 31605

Phone

(229) 247-3381

Industry

Finance & Insurancesee all

Plan administrator