Back to filter
Original filing (PDF)20250818093511NAL0000558307001
SOUTHEASTERN ELECTRIC EXCHANGE INC
Form 5500-SF
FILING_RECEIVED
THE SOUTHEASTERN ELECTRIC EXCHANGE DEFINED CONTRIBUTION PENSION PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEASTERN ELECTRIC EXCHANGE INC.
Plan sponsor
Name
SOUTHEASTERN ELECTRIC EXCHANGE INC
EIN
58-0435110
Address
2970 PEACHTREE RD NW STE 750 · ATLANTA, GA · 303052116
Phone
(404) 233-1188
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-08-18
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
JUDGE DAVID L. BAZELON CENTER FOR MENTAL HEALTH LAW
JUDGE DAVID L. BAZELON CENTER FOR MENTAL HEALTH LAW 401 (A)
$1.7M · 18 participants
LOST TREE VILLAGE PROPERTY OWNERS ASSOCIATION, INC.
LOST TREE VILLAGE PROPERTY OWNERS ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 22 participants
RIVERCITY COMPANY
RIVERCITY COMPANY EMPLOYEES PROFIT SHARING PLAN
$1.7M · 8 participants
CHILDREN'S BIBLE MINISTRIES, INC.
CHILDREN'S BIBLE MINISTRIES, INC. 403(B) RETIREMENT PLAN
$1.7M · 76 participants
GREATER YELLOWSTONE COALITION, INC.
GREATER YELLOWSTONE COALITION PROFIT SHARING PLAN
$1.7M · 29 participants
COMMUNITY CHURCH OF FORT SMITH DBA
COMMUNITY BIBLE CHURCH 401(K) PLAN
$1.7M · 14 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants