How big is Southeast Energy Efficiency Alliance's plan?

Southeast Energy Efficiency Alliance's plan reported $1.0M in assets and 15 participants for 2024.

Original filing (PDF)20250620091451NAL0009432674001

Southeast Energy Efficiency Alliance

Name: Southeast Energy Efficiency Alliance — Southeast, Form 5500 (2024)
Creator: Southeast Energy Efficiency Alliance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeast Energy Efficiency Alliance Employees Savings Trust

401(k) retirement plan · Southeast Energy Efficiency Alliance's Southeast Energy Efficiency Alliance Employees Savings Trust held $1.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Evelyn Pederson signed Southeast Energy Efficiency Alliance's 2024 Form 5500 as plan administrator.

Evelyn Pederson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southeast Energy Efficiency Alliance's EIN is 20-4949501.

EIN 20-4949501

Plan number 001

Plan year 2024

ACK ID 20250620091451NAL0009432674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeast Energy Efficiency Alliance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Energy Efficiency Alliance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEAST ENERGY EFFICIENCY ALLIANCE.

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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