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Original filing (PDF)20251013160732NAL0003611362001
SOUTHEASTERN CONTAINER, INC.
Form 5500
FILING_RECEIVED
SOUTHEASTERN CONTAINER, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
445
Accounts w/ balance
570
Plan assets (EOY)
$82.6M
Net assets (EOY)
$82.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEASTERN CONTAINER, INC..
Plan sponsor
Name
SOUTHEASTERN CONTAINER, INC.
EIN
56-1336585
Address
1250 SAND HILL RD · CANDLER, NC · 28728
Phone
(828) 667-0101
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DMJPS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 46-3825461 | — | NONE | $90K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $62K | — |
Investments
28 direct securities · 1 pooled fund· $82.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$73.8M
28 holdings
Common Collective Trust
$8.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $11.0M | 13.3% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.8M | 10.7% | |
| Vanguard Growth Index Fund Inst | — | — | — | $7.6M | 9.2% | |
| American Funds 2030 Target Date Retirement Fund; Class R6 | — | — | — | $7.4M | 8.9% | |
| American Funds 2040 Target Date Retirement Fund; Class R6 | — | — | — | $5.0M | 6.1% | |
| American Funds 2025 Target Date Retirement Fund; Class R6 | — | — | — | $4.9M | 5.9% | |
| American Funds 2035 Target Date Retirement Fund; Class R6 | — | — | — | $4.5M | 5.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $3.7M | 4.4% | |
| Vanguard Intermediate-Term Bond Index Fund: Adm Shr | — | — | — | $3.6M | 4.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | — | — | — | $3.4M | 4.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2.9M | 3.5% | |
| American Funds 2045 Target Date Retirement Fund; Class R6 | — | — | — | $2.6M | 3.1% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral | — | — | — | $2.2M | 2.6% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $2.0M | 2.5% | |
| Party- in- Interest Party Rate of Interest, Collateral, Par, or Maturity Value Current Value MUTUAL FUNDS American Funds EuroPacific Growth Fund; Class R6 | — | — | — | $1.7M | 2.0% | |
| various maturities through December 2028. | — | — | — | $1.6M | 2.0% | |
| American Funds 2050 Target Date Retirement Fund; Class R6 | — | — | — | $1.5M | 1.8% | |
| American Funds Washington Mutual Investors Fund; Class R6 | — | — | — | $1.4M | 1.7% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $1.2M | 1.5% | |
| American Funds 2055 Target Date Retirement Fund; Class R6 | — | — | — | $1.1M | 1.3% | |
| American Funds 2010 Target Date Retirement Fund; Class R6 | — | — | — | $879K | 1.1% | |
| Vanguard Treasury Money Market Fund | — | — | — | $819K | 1.0% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $804K | 1.0% | |
| American Funds 2060 Target Date Retirement Fund; Class R6 | — | — | — | $776K | 0.9% | |
| American Funds 2020 Target Date Retirement Fund; Class R6 | — | — | — | $566K | 0.7% | |
| Vanguard Small-Cap Value Index Fund Admiral | — | — | — | $445K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund; Class R6 | — | — | — | $254K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund; Class R6 | — | — | — | $196K | 0.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $26K | <0.1% |
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