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Original filing (PDF)20250807152723NAL0002231123001
SOUTHEASTERN FREIGHT LINES, INC.
Form 5500
FILING_RECEIVED
SOUTHEASTERN FREIGHT LINES RETIREMENT SAVINGS PROGRAM
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,448
Accounts w/ balance
9,891
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 FREIGHT LINES, INC..
Plan sponsor
Name
SOUTHEASTERN FREIGHT LINES, INC.
EIN
57-0301199
Address
PO BOX 1691 · COLUMBIA, SC · 292021691
Phone
(803) 794-7300
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS INC | 52-1714114 | — | NONE | $533K | — |
| AON CONSULTING INC | — | CHICAGO, IL | NONE | $64K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $23K | — |
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | NONE | $13K | — |
| QDRO CONSULTANTS | — | MEDINA, OH | NONE | $6K | — |
Investments
26 direct securities · 1 pooled fund· $1.2B(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
$1.0B
25 holdings
Common Collective Trust
$79.3M
1 holding
Mutual Funds
$69.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | — | — | — | $212.9M | 18.4% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $156.0M | 13.5% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $123.3M | 10.6% | |
| TRP STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $79.3M | 6.8% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $74.9M | 6.5% | |
| BlackRock Equity Index M | Mutual Funds | — | — | $69.5M | 6.0% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $68.2M | 5.9% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $60.4M | 5.2% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $59.8M | 5.2% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $48.5M | 4.2% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $38.9M | 3.4% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $38.1M | 3.3% | |
| T. Rowe Price Large Cap Growth - I CL | — | — | — | $37.1M | 3.2% | |
| Participant loans Maturity less than five years, collateralized by participant balances. Interest rates ranging from 4.25% to 9.50% | — | — | — | $34.1M | 2.9% | |
| T. Rowe Price Institutional Small Cap Fund | — | — | — | $18.5M | 1.6% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $7.6M | 0.7% | |
| GQG Partners International Equity Cit | — | — | — | $6.8M | 0.6% | |
| T. Rowe Price Value Fund | — | — | — | $6.7M | 0.6% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $6.5M | 0.6% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $3.2M | 0.3% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $3.1M | 0.3% | |
| BlackRock US Debt W | — | — | — | $1.8M | 0.2% | |
| BlackRock MSCI ACWI ex-U.S. IMI Index Fund M | — | — | — | $1.6M | 0.1% | |
| BlackRock EXT Equity market T | — | — | — | $1.3M | 0.1% | |
| BlackRock Total Return Bond Fund | — | — | — | $839K | <0.1% | |
| T. Rowe Price Government Money | — | — | — | $382K | <0.1% | |
| T. Rowe Price Retire 2020 Trust income B | — | — | — | $381K | <0.1% |