How big is Southeast Institute's plan?

Southeast Institute's plan reported $2.8M in assets and 2 participants for 2024.

Original filing (PDF)20250514043334NAL0012544531001

Southeast Institute

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

Form 5500-SF

FILING_RECEIVED

Southeast Institute Pension Trust

Defined-contribution retirement plan · Southeast Institute's Southeast Institute Pension Trust held $2.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Southeast Institute's EIN is 56-1047471.

EIN 56-1047471

Plan number 001

Plan year 2024

ACK ID 20250514043334NAL0012544531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Institute's plan includes money-purchase contributions, profit-sharing, a self-directed brokerage window, life insurance.

Decision-maker contacts

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

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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