How big is Southeastern Property Management, LLC's plan?

Southeastern Property Management, LLC's plan reported $811K in assets and 19 participants for 2024.

Original filing (PDF)20250401083745NAL0011250896001

Southeastern Property Management, LLC

Name: Southeastern Property Management, LLC — Southeastern, Form 5500 (2024)
Creator: Southeastern Property Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeastern Property Management, LLC SEPM Villas of the Diocese of Palm Beach Retirement Plan

401(k) retirement plan · Southeastern Property Management, LLC's Southeastern Property Management, LLC SEPM Villas of the Diocese of Palm Beach Retirement Plan held $811K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

People on this filing

Moses Wright signed Southeastern Property Management, LLC's 2024 Form 5500 as plan administrator.

Moses Wright — 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 Property Management, LLC's EIN is 63-0755228.

EIN 63-0755228

Plan number 003

Plan year 2024

ACK ID 20250401083745NAL0011250896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeastern Property Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeastern Property Management, LLC's plan includes profit-sharing, a 401(k) feature, 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 PROPERTY MANAGEMENT, LLC.

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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