Original filing (PDF)20251015102132NAL0002137891001

SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC.

Name: SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC. — SOUTHEASTERN 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC.

Form 5500

FILING_RECEIVED

SOUTHEASTERN 401(K) PLAN

401(k) retirement plan

Active participants

268

Accounts w/ balance

127

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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 (directional)

/ 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

Vendor stack

100

Participation health

Knocking points off

63 bps in Schedule C fees — modestly above peer band of 52 bps.
Only 47% as many balances as active participants — suggests many active employees aren't deferring.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC..

Plan sponsor

Name

SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC.

EIN

59-1381065

Address

1150 PEBBLEDALE RD · MULBERRY, FL · 33860

Phone

(863) 698-5721

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

2025-10-15

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)

Audit & trust (Schedule H)

Auditor

WALL TITUS, LLC

Trustee / custodian

—

Trustee phone

—

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)

Uncategorized

$7.3M

36 holdings

Mutual Funds

$1.6M

1 holding

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