Back to filter
Original filing (PDF)20250620091451NAL0009432674001
SOUTHEAST ENERGY EFFICIENCY ALLIANCE
Form 5500-SF
FILING_RECEIVED
SOUTHEAST ENERGY EFFICIENCY ALLIANCE EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
19
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEAST ENERGY EFFICIENCY ALLIANCE.
Plan sponsor
Name
SOUTHEAST ENERGY EFFICIENCY ALLIANCE
EIN
20-4949501
Address
100 PEACHTREE STREET NW, SUITE 2090 · ATLANTA, GA · 30303
Phone
(404) 856-0723
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
AAAS FELLOWSHIP PROGRAMS, INC.
AFPI 401(K) PLAN
$1.0M · 35 participants
STRAIGHT AHEAD MINISTRIES, INC.
STRAIGHT AHEAD MINISTRIES 403(B) RETIREMENT PLAN
$1.0M · 27 participants
ALLYN FAMILY FOUNDATION
ALLYN FAMILY FOUNDATION 401(K) PROFIT SHARING PLAN
$1.0M · 25 participants
FLORIDA HOSPICE AND PALLIATIVE
403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA HOSPICE AND PALLIATIVE CARE ASSOCIATION, INC.
$1.0M · 6 participants
HELPHOPELIVE
HELPHOPELIVE RETIREMENT PLAN
$1.0M · 22 participants
OHIO VETERINARY MEDICAL
OHIO VETERINARY MEDICAL ASSOCIATION INC. 401(K) PROFIT SHARING PLAN
$1.0M · 5 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants