How big is Southeastern Alliance Underwriters, LLC's plan?

Southeastern Alliance Underwriters, LLC's plan reported $1.7M in assets and 30 participants for 2024.

Original filing (PDF)20250730110646NAL0001859795001

Southeastern Alliance Underwriters, LLC

Name: Southeastern Alliance Underwriters, LLC — Form 5500 Plan 001 (2024)
Creator: Southeastern Alliance Underwriters, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeastern Alliance Underwriters, LLC 401(k) Plan

401(k) retirement plan · Southeastern Alliance Underwriters, LLC's Southeastern Alliance Underwriters, LLC 401(k) Plan held $1.7M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Southeastern Alliance Underwriters, LLC's EIN is 80-0543335.

EIN 80-0543335

Plan number 001

Plan year 2024

ACK ID 20250730110646NAL0001859795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeastern Alliance Underwriters, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeastern Alliance Underwriters, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off