Southeast Restoration of Ga 401(k) match, vesting and fees
What Southeast Restoration of Ga'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 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Southeast Restoration of Ga: employer contribution per participant | $2,702 | |
| Peer median | $1,803 |
| Southeast Restoration of Ga: average balance | $53,232 | |
| Peer median | $48,934 |
| Southeast Restoration of Ga: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.31% |
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 $5.5M at the end of plan year 2021 to $9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 361 | $9M | $457K | $2,702 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 246 | $7M | $379K | $3,186 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 104 | $5.1M | $151K | $1,508 | 0.52% | Not published | Form 5500 ↗ |
| 2021 | 199 | $5.5M | $198K | $2,382 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Southeast Restoration of Ga match 401(k) contributions?
The match terms for the Southeast Restoration Group of Ga, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $457K in employer contributions, about $2,702 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southeast Restoration of Ga 401(k) match vested?
The vesting schedule for the Southeast Restoration Group of Ga, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southeast Restoration of Ga 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Southeast Restoration of Ga, Inc..
I left Southeast Restoration of Ga. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southeast Restoration of Ga, Inc., (770) 479-7777) or the recordkeeper, Fidelity Investments Institutional. The Southeast Restoration of Ga old 401(k) page lists the contacts from every plan filing. Find an old Southeast Restoration of Ga 401(k)
Data from the public Form 5500 annual reports Southeast Restoration of Ga 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 Restoration of Ga. Not financial advice. Report a correction · Methodology