How big is Southeast Private Wealth, LLC's plan?

Southeast Private Wealth, LLC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250603153649NAL0007724451001

Southeast Private Wealth, LLC

Name: Southeast Private Wealth, LLC — Southeast Private, Form 5500 (2024)
Creator: Southeast Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeast Private Wealth, LLC 401(k) Plan

401(k) retirement plan · Southeast Private Wealth, LLC's Southeast Private Wealth, LLC 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Charles W. Collins Jr. signed Southeast Private Wealth, LLC's 2024 Form 5500 as plan administrator.

Charles W. Collins Jr. — 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 Private Wealth, LLC's EIN is 83-2444206.

EIN 83-2444206

Plan number 001

Plan year 2024

ACK ID 20250603153649NAL0007724451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeast Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Private Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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