Moses Wright signed Southeastern Property Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southeastern Property Management LLC's EIN is 63-0755228.
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)Southeastern Property Management LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $46K | — |
| STONES RIVER CONSULTING | 45-3783933 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual fund | Common Collective Trusts | — | — | $3.5M | 21.7% | |
| JPMorgan U.S. Equity Fund Mutual fund | Other securities | — | — | $3.4M | 21.5% | |
| Vanguard Small-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $1.5M | 9.1% | |
| JPMorgan U.S. Small Company Fund Mutual fund | Common Stocks | — | — | $1.3M | 8.0% | |
| SSgA International Index NL Fund Transamerica: Collective trust | Common Collective Trusts | — | — | $1.2M | 7.3% | |
| STATE STREET INTL INDEX NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| Transamerica International Equity Fund Mutual fund | Other securities | — | — | $1.1M | 7.1% | |
| Lord Abbett Income Fund Mutual fund | Mutual Funds | — | — | $933K | 5.9% | |
| JPMorgan Core Bond Fund Mutual fund | Other securities | — | — | $891K | 5.6% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $482K | 3.0% | |
| Transamerica Stable Value Core Option Investment contract | Stable Value | — | — | $386K | 2.4% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $307K | 1.9% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $295K | 1.9% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $256K | 1.6% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $168K | 1.1% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $134K | 0.8% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $108K | 0.7% | |
| Lifegoal Index 2065 Fund | Other securities | — | — | $35K | 0.2% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $35K | 0.2% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $28K | 0.2% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 34-1542819 |
| — |
| INVESTMENT ADVISORY PLAN |
| $88K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACK & PINCKARD LLC | 26-0079831 | — | AUDIT | $11K | — |
