Original filing (PDF)20250822112759NAL0005248129001

SOUTHEAST FOREST PRODUCTS HOLDINGS, INC.

Name: SOUTHEAST FOREST PRODUCTS HOLDINGS, INC. — SOUTHEAST FOREST PRODUCTS 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHEAST FOREST PRODUCTS HOLDINGS, INC.

Form 5500

FILING_RECEIVED

SOUTHEAST FOREST PRODUCTS 401(K) PLAN

Defined-contribution retirement plan

Active participants

131

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHEAST FOREST PRODUCTS HOLDINGS, INC..

Plan sponsor

Name

SOUTHEAST FOREST PRODUCTS HOLDINGS, INC.

EIN

63-0784184

Address

3077 CARTER HILL ROAD · MONTGOMERY, AL · 36111

Phone

(334) 269-9663

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	ADVISOR	$13K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $149K(2% of reported assets)

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.