How big is Southeast Capital Investment Group LLC's plan?

Southeast Capital Investment Group LLC's plan reported $885K in assets and 4 participants for 2022.

Original filing (PDF)20231016130124NAL0025605171001

Southeast Capital Investment Group LLC

Name: Southeast Capital Investment Group LLC — Form 5500 Plan 001 (2022)
Creator: Southeast Capital Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeastern Capital Management Group LLC 401 K Plan

401(k) retirement plan · Southeast Capital Investment Group LLC's Southeastern Capital Management Group LLC 401 K Plan held $885K in plan assets for 4 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

Plan identifiers

Southeast Capital Investment Group LLC's EIN is 20-0583910.

EIN 20-0583910

Plan number 001

Plan year 2022

ACK ID 20231016130124NAL0025605171001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Southeast Capital Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Southeast Capital Investment Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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.

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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