How big is S & E Group's plan?

S & E Group's plan reported $825K in assets and 30 participants for 2024.

Original filing (PDF)20250512093515NAL0012566883001

S & E Group

Name: S & E Group — S & E Group 401(k), Form 5500 (2024)
Creator: S & E Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S & E Group 401(k)

401(k) retirement plan · S & E Group's S & E Group 401(k) held $825K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

People on this filing

Martin Luster signed S & E Group's 2024 Form 5500 as plan administrator.

Martin Luster — 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

S & E Group's EIN is 26-0357962.

EIN 26-0357962

Plan number 001

Plan year 2024

ACK ID 20250512093515NAL0012566883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

S & E Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

S & E GROUP

EIN

all filings

Address

3904 LAND O' LAKES BLVD · LAND O LAKES, FL · 34639

Phone

(813) 996-5522

Industry

Retail Trade

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

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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