Southeastern Guide Dogs 403(b) match, vesting and fees
What Southeastern Guide Dogs' 403(b) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kerkering Barberio & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 197 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Southeastern Guide Dogs: employer contribution per participant | $1,582 | |
| Peer median | $2,013 |
| Southeastern Guide Dogs: average balance | $39,308 | |
| Peer median | $66,282 |
| Southeastern Guide Dogs: admin expenses ÷ assets | 0.79% | |
| Peer median | 0.36% |
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 $4.3M at the end of plan year 2021 to $5.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 228 | $5.8M | $233K | $1,582 | 0.79% | Not published | Form 5500 ↗ |
| 2024 | 210 | $4.3M | $248K | $1,853 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 210 | $4.1M | $227K | $1,645 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 273 | $3.8M | $219K | $1,089 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 241 | $4.3M | $188K | $1,022 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Southeastern Guide Dogs match 401(k) contributions?
The match terms for the Dogs Inc Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $233K in employer contributions, about $1,582 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southeastern Guide Dogs 401(k) match vested?
The vesting schedule for the Dogs Inc Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southeastern Guide Dogs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Southeastern Guide Dogs, Inc..
I left Southeastern Guide Dogs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southeastern Guide Dogs, Inc., (941) 845-1875) or the recordkeeper, Principal Life Insurance Company. The Southeastern Guide Dogs old 401(k) page lists the contacts from every plan filing. Find an old Southeastern Guide Dogs 401(k)
Data from the public Form 5500 annual reports Southeastern Guide Dogs filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 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 Southeastern Guide Dogs. Not financial advice. Report a correction · Methodology