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SOUTHEAST INSTITUTE — SOUTHEAST INSTITUTE PENSION TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250514043334NAL0012544531001
SOUTHEAST INSTITUTE
Form 5500-SF
FILING_RECEIVED
SOUTHEAST INSTITUTE PENSION TRUST
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHEAST INSTITUTE
.
Find decision makers
Plan sponsor
Name
SOUTHEAST INSTITUTE
EIN
56-1047471
Address
659 EDWARDS RIDGE ROAD · CHAPEL HILL, NC · 27517
Phone
(919) 929-1171
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-05-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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