Southeastern Property Management 401(k) match, vesting and fees
What Southeastern Property Management'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Black & Pinckard, 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 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Southeastern Property Management: employer contribution per participant | $2,158 | |
| Peer median | $1,680 |
| Southeastern Property Management: average balance | $43,171 | |
| Peer median | $52,722 |
| Southeastern Property Management: admin expenses ÷ assets | 1.05% | |
| Peer median | 0.39% |
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 $10.8M at the end of plan year 2021 to $15.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 773 | $15.9M | $796K | $2,158 | 1.05% | Not published | Form 5500 ↗ |
| 2023 | 690 | $13.3M | $719K | $2,071 | 0.77% | Not published | Form 5500 ↗ |
| 2022 | 776 | $10.1M | $703K | $2,016 | 0.68% | Not published | Form 5500 ↗ |
| 2021 | 710 | $10.8M | $675K | $1,947 | 0.80% | Not published | Form 5500 ↗ |
Other Southeastern Property Management plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Southeastern Property Management, LLC Sepm Villas of the Diocese of Palm Beach Retirement Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Sepm/Episcopal Place 401(k) Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Sepm/B'Nai B'Rith Apartments of Deerfield Beach Florida Retirement Plan
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.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Southeastern Property Management match 401(k) contributions?
The match terms for the Southeastern Property Management LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $796K in employer contributions, about $2,158 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southeastern Property Management 401(k) match vested?
The vesting schedule for the Southeastern Property Management LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southeastern Property Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Southeastern Property Management LLC.
I left Southeastern Property Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southeastern Property Management LLC, (205) 639-5113) or the recordkeeper, Transamerica Retirement Solutions. The Southeastern Property Management old 401(k) page lists the contacts from every plan filing. Find an old Southeastern Property Management 401(k)
Data from the public Form 5500 annual reports Southeastern Property Management 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 Southeastern Property Management. Not financial advice. Report a correction · Methodology