How big is Southeastern Behavioral Healthcare's plan?

Southeastern Behavioral Healthcare's plan reported $5.3M in assets and 277 participants for 2024.

Original filing (PDF)20251009115137NAL0006531825001

Southeastern Behavioral Healthcare

Name: Southeastern Behavioral Healthcare — Southeastern, Form 5500 (2024)
Creator: Southeastern Behavioral Healthcare
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Southeastern Behavioral Healthcare 403(b) Plan

403(b) retirement plan · Southeastern Behavioral Healthcare's Southeastern Behavioral Healthcare 403(b) Plan held $5.3M in plan assets for 277 participants in 2024, with Principal as recordkeeper.

Signals · 2

Late participant contributions~88 bps in Sched C fees

Active participants

277

Accounts w/ balance

236

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Southeastern Behavioral Healthcare's EIN is 46-0232306.

EIN 46-0232306

Plan number 001

Plan year 2024

ACK ID 20251009115137NAL0006531825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeastern Behavioral Healthcare from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeastern Behavioral Healthcare's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEASTERN BEHAVIORAL HEALTHCARE.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 460K (73% of contributions).
Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

SOUTHEASTERN BEHAVIORAL HEALTHCARE

EIN

all filings

Address

2000 S. SUMMIT AVENUE · SIOUX FALLS, SD · 57105

Phone

(605) 336-0510

Industry

Health Care & Social Assistance

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

EIDE BAILLY, LLP

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RIA ADVISORY GROUP LLC	20-3199545	—	INVESTMENT ADVISORY	$11K	—
WILSHIRE ADVISORS LLC

Investments

30 direct securities· $5.3M(100% of reported assets)

Other securities

$4.9M

22 holdings

Mutual Funds

$223K

5 holdings

Common Collective Trusts

$177K

2 holdings

Insurance Contracts

$5K

1 holding

					% of plan
Principal Lifetime Hybrid 2045 Inst. Fund Mutual Fund N/A	Other securities	—	—	$681K	13.0%
Principal Lifetime Hybrid 2055 Inst. Fund Mutual Fund N/A	Other securities	—	—	$676K	12.9%
Principal Lifetime Hybrid 2050 Inst. Fund Mutual Fund N/A	Other securities	—	—	$626K	11.9%
Principal Lifetime Hybrid 2040 Inst. Fund Mutual Fund N/A	Other securities	—	—	$603K	11.5%
Principal Lifetime Hybrid 2035 Inst. Fund Mutual Fund N/A	Other securities	—	—	$549K	10.4%
Principal Lifetime Hybrid 2030 Inst. Fund Mutual Fund N/A	Other securities	—	—	$455K	8.7%
Principal Lifetime Hybrid 2025 Inst. Fund Mutual Fund N/A	Other securities	—	—	$415K	7.9%
Principal Lifetime Hybrid 2015 Inst. Fund Mutual Fund N/A	Other securities	—	—	$229K	4.4%
Principal Lifetime Hybrid 2020 Inst. Fund Mutual Fund N/A	Other securities	—	—	$221K	4.2%
Principal Large Cap S&P 500 Index Inst. Fund Mutual Fund N/A	Common Collective Trusts	—	—	$172K	3.3%
Fidelity Blue Chip Growth K Fd Mutual Fund N/A	Mutual Funds	—	—	$123K	2.3%
Principal Lifetime Hybrid 2060 Inst. Fund Mutual Fund N/A	Other securities	—	—	$84K	1.6%
Principal Lifetime Hybrid Income Inst. Fund Mutual Fund N/A	Other securities	—	—	$80K	1.5%
American Century Mid Cap Value Fund Mutual Fund N/A 850 American Funds Capital World Growth and Income R6 Fund Mutual Fund N/A	Mutual Funds	—	—	$52K	1.0%
Principal Midcap S&P 400 Index Inst. Fund Mutual Fund N/A	Other securities	—	—	$48K	0.9%
Principal Equity Income Inst. Fund Mutual Fund N/A	Other securities	—	—	$41K	0.8%
Principal MidCap Inst. Fund Mutual Fund N/A	Other securities	—	—	$32K	0.6%
Mass Mutal Select MidCap Growth Inst. Fund Mutual Fund N/A	Other securities	—	—	$30K	0.6%
Janus Henderson Triton N Mutual Fund N/A	Mutual Funds	—	—	$26K	0.5%
Neuberger Berm Genesis R6 Fund Mutual Fund N/A	Other securities	—	—	$22K	0.4%
Undiscovered Managers Behavioral Value R6 Fund Mutual Fund N/A	Other securities	—	—	$21K	0.4%
Principal Real Estate Securities Inst. Fund Mutual Fund N/A	Other securities	—	—	$20K	0.4%
American Funds Europacific Growth R6 Fund Mutual Fund N/A	Mutual Funds	—	—	$14K	0.3%
Principal Small Cap S&P 600 Index Inst. Fund Mutual Fund N/A	Other securities	—	—	$11K	0.2%
PIMCO International Bond I Fund Mutual Fund N/A	Mutual Funds	—	—	$9K	0.2%
Principal International Equity Index Inst. Fund Mutual Fund N/A	Common Collective Trusts	—	—	$5K	<0.1%
Principal Fixed Income Guaranteed Option Investment Contract N/A	Insurance Contracts	—	—	$5K	<0.1%
Principal Bond Market Index Inst. Fund Mutual Fund N/A	Other securities	—	—	$4K	<0.1%
Principal Lifetime Hybrid 2065 Inst. Fund Mutual Fund N/A	Other securities	—	—	$3K	<0.1%
Principal Core Plus Inst. Fund Mutual Fund N/A	Other securities	—	—	$3K	<0.1%