How big is Southeast Insurance Group Inc.'s plan?

Southeast Insurance Group Inc.'s plan reported $1.9M in assets and 12 participants for 2024.

Original filing (PDF)20250730113740NAL0002306003001

Southeast Insurance Group Inc.

Name: Southeast Insurance Group Inc. — Southeast Insurance, Form 5500 (2024)
Creator: Southeast Insurance Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeast Insurance Group, Inc. Retirement Plan

401(k) retirement plan · Southeast Insurance Group Inc.'s Southeast Insurance Group, Inc. Retirement Plan held $1.9M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Southeast Insurance Group Inc.'s EIN is 20-0991032.

EIN 20-0991032

Plan number 001

Plan year 2024

ACK ID 20250730113740NAL0002306003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeast Insurance Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Insurance Group Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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