Southeast Financial Credit Union 401(k) match, vesting and fees
What Southeast Financial Credit Union's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Carr, Riggs, and Ingram, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Southeast Financial Credit Union: employer contribution per participant | $2,146 | |
| Peer median | $2,868 |
| Southeast Financial Credit Union: average balance | $125,120 | |
| Peer median | $95,281 |
| Southeast Financial Credit Union: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.6M at the end of plan year 2021 to $16M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 159 | $16M | $275K | $2,146 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 145 | $14.6M | $257K | $2,125 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 145 | $13.2M | $259K | $2,026 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 140 | $14.6M | $251K | $1,995 | 0.02% | Not published | Form 5500 ↗ |
Other Southeast Financial Credit Union plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Southeast Financial Credit Union Defined Benefit Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Carr Riggs & Ingram (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Southeast Financial Credit Union match 401(k) contributions?
The match terms for the Southeast Financial Credit Union 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $275K in employer contributions, about $2,146 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southeast Financial Credit Union 401(k) match vested?
The vesting schedule for the Southeast Financial Credit Union 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southeast Financial Credit Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Southeast Financial Credit Union.
I left Southeast Financial Credit Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southeast Financial Credit Union, (615) 465-5465) or the recordkeeper, Stancorp Financial Group. The Southeast Financial Credit Union old 401(k) page lists the contacts from every plan filing. Find an old Southeast Financial Credit Union 401(k)
Data from the public Form 5500 annual reports Southeast Financial Credit Union filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Southeast Financial Credit Union. Not financial advice. Report a correction · Methodology