How big is Southeast Elevator, LLC.'s plan?

Southeast Elevator, LLC.'s plan reported $2.5M in assets and 149 participants for 2025.

Original filing (PDF)20260429160708NAL0011142449001

Southeast Elevator, LLC.

Name: Southeast Elevator, LLC. — Southeast Elevator 401(k), Form 5500 (2025)
Creator: Southeast Elevator, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeast Elevator 401(k) Retirement Plan

401(k) retirement plan · Southeast Elevator, LLC.'s Southeast Elevator 401(k) Retirement Plan held $2.5M in plan assets for 149 participants in 2025.

Signals · 1

No auditor on file

Active participants

149

Accounts w/ balance

127

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

ARY Rosenbaum signed Southeast Elevator, LLC.'s 2025 Form 5500 as plan administrator.

ARY Rosenbaum — 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

Southeast Elevator, LLC.'s EIN is 65-0581850.

EIN 65-0581850

Plan number 001

Plan year 2025

ACK ID 20260429160708NAL0011142449001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southeast Elevator, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southeast Elevator, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score