How big is Southeast Home Loans, LLC's plan?

Southeast Home Loans, LLC's plan reported $11K in assets and 4 participants for 2024.

Original filing (PDF)20250718145525NAL0003237906001

Southeast Home Loans, LLC

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

Form 5500-SF

FILING_RECEIVED

Southeast Home Loans 401(k) Plan

401(k) retirement plan · Southeast Home Loans, LLC's Southeast Home Loans 401(k) Plan held $11K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Marcus Bowie signed Southeast Home Loans, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Home Loans, LLC's EIN is 84-3760644.

EIN 84-3760644

Plan number 001

Plan year 2024

ACK ID 20250718145525NAL0003237906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Home Loans, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 HOME LOANS, 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

Helping the score