How big is Southern Electrical Resources' plan?

Southern Electrical Resources' plan reported $1.6M in assets and 6 participants for 2025.

Original filing (PDF)20260422132109NAL0005697488001

Southern Electrical Resources

Name: Southern Electrical Resources — Southern Electrical, Form 5500 (2025)
Creator: Southern Electrical Resources
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Electrical Resources Retirement Plan

401(k) retirement plan · Southern Electrical Resources' Southern Electrical Resources Retirement Plan held $1.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Matthew Oldroyd signed Southern Electrical Resources' 2025 Form 5500 as plan administrator.

Matthew Oldroyd — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southern Electrical Resources' EIN is 58-2386214.

EIN 58-2386214

Plan number 001

Plan year 2025

ACK ID 20260422132109NAL0005697488001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southern Electrical Resources from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southern Electrical Resources' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN ELECTRICAL RESOURCES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score