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Original filing (PDF)20250716052318NAL0002133715001
SOUTHEASTERN SURVEYING & MAPPING
Form 5500
FILING_RECEIVED
SOUTHEASTERN SURVEYING & MAPPING CORP. EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
223
Accounts w/ balance
330
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
76
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VANGUARD LIFESTRATEGY GROWTH" is 48% of plan.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEASTERN SURVEYING & MAPPING.
Plan sponsor
Name
SOUTHEASTERN SURVEYING & MAPPING
EIN
59-1621976
Address
6500 ALL AMERICAN BOULEVARD · ORLANDO, FL · 32810
Phone
(407) 584-1519
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
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
BERMAN HOPKINS WRIGHT & LAHAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
Investments
39 direct securities· $12.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $6.0M | 47.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.4M | 10.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $889K | 7.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $396K | 3.1% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $386K | 3.0% | |
| AMC ONE CHOICE PORT VERY CONS | Registered Investment Companies | — | — | $322K | 2.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $311K | 2.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $281K | 2.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $236K | 1.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $224K | 1.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $222K | 1.8% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $208K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $208K | 1.6% | |
| JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $127K | 1.0% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $121K | 1.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $121K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $112K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $109K | 0.9% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $109K | 0.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $105K | 0.8% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $98K | 0.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $87K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $85K | 0.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $64K | 0.5% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $41K | 0.3% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $39K | 0.3% | |
| BLACKROCK LOW DURATION BOND K | Registered Investment Companies | — | — | $37K | 0.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $32K | 0.3% | |
| GDS GLOBAL CORE FIXED INC R6 | Registered Investment Companies | — | — | $31K | 0.2% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $28K | 0.2% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $24K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $22K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $20K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $17K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $12K | <0.1% | |
| PRI GLBL REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| VICTORY INTL SMALL CAP R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3K | <0.1% |
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