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Original filing (PDF)20251126050318NAL0004322225001
SOUTHEASTERN PRODUCTS, INC.
Form 5500
FILING_RECEIVED
SOUTHEASTERN PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
138
Accounts w/ balance
123
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
24 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
99
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEASTERN PRODUCTS, INC..
Plan sponsor
Name
SOUTHEASTERN PRODUCTS, INC.
EIN
57-0671815
Address
145 SOUTHCHASE BLVD · FOUNTAIN INN, SC · 29644
Phone
(864) 688-8723
Industry
Manufacturingsee 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
2025-11-26
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
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Investments
24 direct securities · 24 pooled funds· $7.5M(97% 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.
Registered Investment Companies
$7.5M
24 holdings
Pooled Separate Account
$0
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $1.2M | 15.2% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $1.1M | 14.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 14.1% | |
| DFA SHORT DUR REAL RTN INST 178 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $907K | 11.8% | |
| FIDELITY CONTRAFUND - K | Registered Investment Companies | — | — | $453K | 5.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $382K | 5.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $354K | 4.6% | |
| T ROWE PRICE MID CAP VALUE I | Registered Investment Companies | — | — | $277K | 3.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $238K | 3.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $228K | 3.0% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $201K | 2.6% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $188K | 2.4% | |
| PIMCO RAE US INSTL | Registered Investment Companies | — | — | $157K | 2.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $121K | 1.6% | |
| FEDERATED TREAS OBL INST | Registered Investment Companies | — | — | $113K | 1.5% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $105K | 1.4% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $99K | 1.3% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $91K | 1.2% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $72K | 0.9% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $37K | 0.5% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $34K | 0.4% | |
| PIM RAE EMG MKT INST | Registered Investment Companies | — | — | $21K | 0.3% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $7K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC DIVERSIFIED INTL SEP ACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LGCAP S&P 500 INDEX-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC MIDCAP VALUE I SEPACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC INTL I SEPARATE ACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC SMALLCAP GROWTH SEPACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LARGECAP GROWTH I SEP ACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LARGECAP VALUE III SEPACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2020 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2030 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2040 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2050 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2015 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2025 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2035 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME 2045 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2055 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL BOND MARKET INDEX SA R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME 2060 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME 2065 SEP ACCT R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINC LIFETIME2010 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% |
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