How big is Southeastern Construction & Maintenance, Inc.'s plan?

Southeastern Construction & Maintenance, Inc.'s plan reported $8.9M in assets and 268 participants for 2024.

Original filing (PDF)20251015102132NAL0002137891001

Southeastern Construction & Maintenance, Inc.

Name: Southeastern Construction & Maintenance, Inc. — Form 5500 Plan 002 (2024)
Creator: Southeastern Construction & Maintenance, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Southeastern 401(k) Plan

401(k) retirement plan · Southeastern Construction & Maintenance, Inc.'s Southeastern 401(k) Plan held $8.9M in plan assets for 268 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

268

Accounts w/ balance

127

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Jason Howell signed Southeastern Construction & Maintenance, Inc.'s 2024 Form 5500 as plan administrator.

Jason Howell — 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

Southeastern Construction & Maintenance, Inc.'s EIN is 59-1381065.

EIN 59-1381065

Plan number 002

Plan year 2024

ACK ID 20251015102132NAL0002137891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeastern Construction & Maintenance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeastern Construction & Maintenance, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC.

EIN

all filings

Address

1150 PEBBLEDALE RD · MULBERRY, FL · 33860

Phone

(863) 698-5721

Industry

Manufacturing

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHAS P SMITH & ASSOCIATES PA CPAS	59-2030217	—	ADVISOR	$38K	—

Investments

37 direct securities· $8.9M(100% of reported assets)

Mutual Funds

$7.1M

32 holdings

Common Collective Trusts

$1.1M

3 holdings

U.S. Treasuries

$424K

1 holding

Participant loans

$221K

1 holding

					% of plan
s * Fidelity Management Trust Co Fidelity 500 Index Fund	Mutual Funds	—	—	$1.6M	17.5%
Vanguard Info Tec IDX Adm	Common Collective Trusts	—	—	$1.1M	12.2%
Fidelity Management Trust Co Fidelity Freedom 2030 K6	Mutual Funds	—	—	$601K	6.8%
Fidelity Management Trust Co Fidelity Freedom 2020 K6	Mutual Funds	—	—	$528K	5.9%
Vanguard High Yield Corp Adm	Mutual Funds	—	—	$482K	5.4%
Fidelity Management Trust Co Fidelity Freedom 2040 K6	Mutual Funds	—	—	$467K	5.3%
Fidelity Management Trust Co Fidelity Total Bond	Mutual Funds	—	—	$466K	5.2%
Fidelity Management Trust Co Fidelity ST Bond Index	U.S. Treasuries	—	—	$424K	4.8%
Fidelity Management Trust Co Fidelity Freedom 2035 K6	Mutual Funds	—	—	$411K	4.6%
Vanguard Financial Index Adm	Mutual Funds	—	—	$392K	4.4%
Vanguard CSM DSC Index Adm	Mutual Funds	—	—	$381K	4.3%
Fidelity Management Trust Co Fidelity Freedom 2045 K6	Mutual Funds	—	—	$300K	3.4%
Fidelity Management Trust Co Fidelity Freedom 2050 K6	Mutual Funds	—	—	$277K	3.1%
Vanguard Health Care Index Adm	Mutual Funds	—	—	$277K	3.1%
Vanguard CSM STP Index Adm	Mutual Funds	—	—	$238K	2.7%
Fidelity Management Trust Co Fidelity Freedom 2015 K6	Mutual Funds	—	—	$224K	2.5%
Fidelity Management Trust Co Fidelity Freedom 2025 K6	Mutual Funds	—	—	$224K	2.5%
Participant Loans	Participant loans	—	—	$221K	2.5%
Fidelity Management Trust Co Fidelity Small Cap Index	Mutual Funds	—	—	$140K	1.6%
Fidelity Management Trust Co Fidelity Freedom 2055 K6	Mutual Funds	—	—	$33K	0.4%
Fidelity Management Trust Co Fidelity Mid Cap Index	Mutual Funds	—	—	$24K	0.3%
Fidelity Management Trust Co Fidelity Freedom 2065 K6	Mutual Funds	—	—	$23K	0.3%
Fidelity Management Trust Co Fidelity Contrafund	Mutual Funds	—	—	$18K	0.2%
Fidelity Management Trust Co Fidelity Freedom 2060 K6	Mutual Funds	—	—	$14K	0.2%
Fidelity Management Trust Co Fidelity Lg Cap Value Index	Mutual Funds	—	—	$13K	0.2%
PIMCO PIM Total Return Inst	Mutual Funds	—	—	$11K	0.1%
Fidelity Management Trust Co Fidelity International Index	Mutual Funds	—	—	$10K	0.1%
Fidelity Management Trust Co Fidelity Gov Cash Reserve	Mutual Funds	—	—	$10K	0.1%
Vanguard Growth & Income Adm	Mutual Funds	—	—	$9K	0.1%
Vanguard Utility IDX Adm	Common Collective Trusts	—	—	$8K	<0.1%
Vanguard Industrial IDX Adm	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard Health Care Adm	Mutual Funds	—	—	$6K	<0.1%
Fidelity Management Trust Co Fidelity Emerging Markets	Mutual Funds	—	—	$5K	<0.1%
Fidelity Management Trust Co Fidelity US Bond Index	Mutual Funds	—	—	$4K	<0.1%
Fidelity Management Trust Co Fidelity Total International Index	Mutual Funds	—	—	$3K	<0.1%
Fidelity Management Trust Co Fidelity Sel Cons Staples	Mutual Funds	—	—	$3K	<0.1%
Fidelity Management Trust Co Fidelity Small Cap Value Index	Mutual Funds	—	—	$1K	<0.1%