Back to filter
Original filing (PDF)20251008095712NAL0003177395001
SOUTHEASTERN SPINE INSTITUTE
Form 5500
FILING_RECEIVED
SOUTHEASTERN SPINE INSTITUTE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
134
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEASTERN SPINE INSTITUTE.
Plan sponsor
Name
SOUTHEASTERN SPINE INSTITUTE
EIN
32-0058385
Address
1625 HOSPITAL DRIVE · MT. PLEASANT, SC · 29464
Phone
(843) 849-1551
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
DCPAS, LLC DBA DAVIS & COMPANY CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4078005 | — | ADVISOR | $19K | — |
Investments
27 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund- Admiral Shares Mutual fund | — | — | — | $1.7M | 22.1% | |
| Vanguard Small Cap IDX ADM Mutual fund | — | — | — | $648K | 8.6% | |
| Brokerage Link Fidelity Fund Mutual fund | — | — | — | $640K | 8.5% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $496K | 6.6% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $441K | 5.8% | |
| Baird Aggr Bond Inst Mutual fund | — | — | — | $423K | 5.6% | |
| Brokerage Link Cash Money market fund ** 596 Vanguard VMMR-Fed MMKT Money market fund | — | — | — | $386K | 5.1% | |
| Vanguard Short Term Inv Gr Admiral Mutual fund | — | — | — | $321K | 4.2% | |
| Vanguard Development MKT IDX ADM Mutual fund | — | — | — | $307K | 4.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $292K | 3.9% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $261K | 3.5% | |
| DFA International Small Company Mutual fund | — | — | — | $224K | 3.0% | |
| Fidelity Emerging Markets Index Mutual fund | — | — | — | $183K | 2.4% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $178K | 2.4% | |
| Vanguard Balanced Index Admiral Class Mutual fund | — | — | — | $171K | 2.3% | |
| Vanguard Midcap Index Admiral Mutual fund | — | — | — | $151K | 2.0% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $134K | 1.8% | |
| DFA Inf PRT Sec Port Mutual fund | — | — | — | $112K | 1.5% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $111K | 1.5% | |
| (1) Participants Participant loans (maturing 2025 to 2033 at interest rates of 4.25% to 9.50%) | — | — | — | $104K | 1.4% | |
| DFA Real Estate Securities Mutual fund | — | — | — | $91K | 1.2% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $70K | 0.9% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $51K | 0.7% | |
| Brokerage Link Common Stock Common stock | — | — | — | $36K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $22K | 0.3% | |
| DFA U.S. Sustain Core 1 Mutual fund | — | — | — | $21K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $5K | <0.1% |