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Original filing (PDF)20251013111256NAL0001099201001
SOUTHEASTERN GUIDE DOGS, INC.
Form 5500
FILING_RECEIVED
DOGS INC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
134
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEASTERN GUIDE DOGS, INC..
Plan sponsor
Name
SOUTHEASTERN GUIDE DOGS, INC.
EIN
59-2252352
Address
4210 77TH STREET EAST · PALMETTO, FL · 342219270
Phone
(941) 845-1875
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KERKERING, BARBERIO & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
Investments
17 direct securities· $4.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2070 Target Date R6 Mutual fund ** 602 American Funds American Balanced Fund R6 Mutual fund | — | — | — | $691K | 16.0% | |
| American Funds 2045 Target Date R6 Mutual fund | — | — | — | $451K | 10.5% | |
| Party Identity of Issuer, Description In-Interest Borrower or Similar Party of Investment Cost Current Value American Funds 2020 Target Date R6 Mutual fund | — | — | — | $366K | 8.5% | |
| American Funds 2040 Target Date R6 Mutual fund | — | — | — | $357K | 8.3% | |
| American Funds 2025 Target Date R6 Mutual fund | — | — | — | $336K | 7.8% | |
| American Funds 2035 Target Date R6 Mutual fund | — | — | — | $304K | 7.1% | |
| Baird Intermediate Bond I Mutual fund | — | — | — | $279K | 6.5% | |
| American Funds 2060 Target Date R6 Mutual fund | — | — | — | $273K | 6.3% | |
| Principal Large Cap S&P 500 Mutual fund | — | — | — | $238K | 5.5% | |
| American Funds 2050 Target Date R6 Mutual fund | — | — | — | $218K | 5.1% | |
| American Funds 2055 Target Date R6 Mutual fund | — | — | — | $193K | 4.5% | |
| American Funds 2030 Target Date R6 Mutual fund | — | — | — | $160K | 3.7% | |
| Interest rates ranging * Principal Guaranteed Option from 4.85- 6.05% | — | — | — | $115K | 2.7% | |
| Interest rates ranging * Participant loans from 5.25- 10.50% | — | — | — | $56K | 1.3% | |
| Principal International Equity Index R6 Mutual fund | — | — | — | $14K | 0.3% | |
| American Funds 2065 Target Date R6 Mutual fund | — | — | — | $7K | 0.2% | |
| (E) | — | — | — | $7K | 0.2% |
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