Southeast Holding Group 401(k) match, vesting and fees
What Southeast Holding Group'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Jason Underwood Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Southeast Holding Group: employer contribution per participant | $3,017 | |
| Peer median | $1,890 |
| Southeast Holding Group: average balance | $65,127 | |
| Peer median | $56,033 |
| Southeast Holding Group: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $12.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 386 | $12.2M | $564K | $3,017 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Southeast Holding Group match 401(k) contributions?
The match terms for the Southeast Holding Group, Inc.401k Plan have not been published from its filing yet. The plan year 2025 filing reports $564K in employer contributions, about $3,017 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southeast Holding Group 401(k) match vested?
The vesting schedule for the Southeast Holding Group, Inc.401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southeast Holding Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Southeast Holding Group, Inc..
I left Southeast Holding Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southeast Holding Group, Inc., (770) 479-7777) or the recordkeeper, Fidelity Investments Institutional. The Southeast Holding Group old 401(k) page lists the contacts from every plan filing. Find an old Southeast Holding Group 401(k)
Data from the public Form 5500 annual reports Southeast Holding Group filed with the U.S. Department of Labor (plan years 2025) 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 Holding Group. Not financial advice. Report a correction · Methodology