Find an old Southeastern Property Management 401(k)
Southeastern Property Management LLC 401(k) Plan
Southeastern Property Management LLC · Plan 006 · EIN 63-0755228 · Birmingham, AL
| Plan administrator | Southeastern Property Management LLC 1103 Richard Arrington, Jr Blvd S, Birmingham, AL 35205 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions | Schedule C ↗ |
| Former employees with balances | 60 separated participants still had money in the plan | Form 5500 ↗ |
Southeastern Property Management, LLC Sepm Villas of the Diocese of Palm Beach Retirement Plan
Southeastern Property Management, LLC · Plan 003 · EIN 63-0755228 · Birmingham, AL
| Plan administrator | Southeastern Property Management, LLC 1103 Richard Arrington Jr. Blvd. So, Birmingham, AL 35205 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Sepm/Episcopal Place 401(k) Plan
Southeastern Property Management LLC · Plan 001 · EIN 63-0755228 · Birmingham, AL
| Plan administrator | Southeastern Property Management LLC 1103 Richard Arrington, Jr Blvd S, Birmingham, AL 35205 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Sepm/B'Nai B'Rith Apartments of Deerfield Beach Florida Retirement Plan
Southeastern Property Management LLC · Plan 005 · EIN 63-0755228 · Birmingham, AL
| Plan administrator | Southeastern Property Management LLC 1103 Richard Arrington, Jr Blvd S, Birmingham, AL 35205 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Southeastern Property Management 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Southeastern Property Management 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Southeastern Property Management LLC, (205) 639-5113. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.
What is the Southeastern Property Management 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (205) 639-5113.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Southeastern Property Management and does not hold accounts. Not financial advice. Report a correction