Original filing (PDF)20250401083745NAL0011250896001

SOUTHEASTERN PROPERTY MANAGEMENT, LLC

Name: SOUTHEASTERN PROPERTY MANAGEMENT, LLC — SOUTHEASTERN PROPERTY MANAGEMENT, LLC SEPM VILLAS OF THE DIOCESE OF PALM BEACH RETIREMENT PLAN, Form 5500 (2024)
Creator: SOUTHEASTERN PROPERTY MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SOUTHEASTERN PROPERTY MANAGEMENT, LLC SEPM VILLAS OF THE DIOCESE OF PALM BEACH RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SOUTHEASTERN PROPERTY MANAGEMENT, LLC

EIN

63-0755228

Address

1103 RICHARD ARRINGTON JR. BLVD. SO · BIRMINGHAM, AL · 35205

Phone

(205) 639-5113

Industry

Real Estatesee all

Plan administrator