G. Michael Shehi, Sr. signed Southeastern Psychiatric Management's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southeastern Psychiatric Management's EIN is 63-1050236.
Download the official 2025 Form 5500 (PDF) for Southeastern Psychiatric Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Southeastern Psychiatric Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASSMUTUAL LIFE INSURANCE CO HARTFORD ADVANTAGE TK2 · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.2M | 99.8% | |
| American Funds American Balanced Fund Mutual fund | Mutual Funds | — | — | $909K | 41.8% | |
| American Funds Europacific Growth Fund Mutual fund 105 American Funds Growth Fund of America Mutual fund | Mutual Funds | — | — | $432K | 19.9% | |
| Alger Capital Appreciation Fund Mutual fund | Other securities | — | — | $285K | 13.1% | |
| Blackrock iShares S&P 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $181K | 8.3% | |
| Retirement 2030 Fund Mutual fund | Other securities | — | — | $145K | 6.7% | |
| Retirement 2040 Fund Mutual fund | Other securities | — | — | $53K | 2.4% | |
| Retirement 2020 Fund Mutual fund | Other securities | — | — | $40K | 1.8% | |
| Retirement 2025 Fund Mutual fund | Other securities | — | — | $31K | 1.4% | |
| Fidelity Advisor Leveraged Company Stock Fund Mutual fund | Mutual Funds | — | — | $27K | 1.2% | |
| Invesco Small Cap Growth Fund Mutual fund | Mutual Funds | — | — | $23K | 1.0% | |
| PIMCO Total Return Fund Mutual fund | Mutual Funds | — | — | $9K | 0.4% | |
| American Funds Income Fund Mutual fund | Mutual Funds | — | — | $7K | 0.3% | |
| JPMorgan Mid Cap Growth Fund Mutual fund | Other securities | — | — | $5K | 0.2% | |
| Hartford International Growth Opportunities Fund Mutual fund | Other securities | — | — | $5K | 0.2% | |
| MASSMUTUAL LIFE INSURANCE CO SEPARATE ACCOUNT K2 · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| Allspring Special MidCap Value Fund Mutual fund | Other securities | — | — | $4K | 0.2% | |
| JPMorgan US Government Money Market Fund Mutual fund | Cash / Money Market | — | — | $4K | 0.2% | |
| Retirement 2055 Fund Mutual fund 295 Retirement 2060 Fund Mutual fund 477 MFS Value Fund Mutual fund | Mutual Funds | — | — | $4K | 0.2% | |
| Retirement 2045 Fund Mutual fund | Other securities | — | — | $3K | 0.1% | |
| American Funds Capital World Growth & Income Fund Mutual fund | Mutual Funds | — | — | $3K | 0.1% | |
| Invesco International Bond Fund Mutual fund | Mutual Funds | — | — | $2K | 0.1% | |
| MASSMUTUAL LIFE INSURANCE CO HARTFORD ADVANTAGE TK3 · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL LIFE INSURANCE CO SEPARATE ACCOUNT K3 · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
