Southeastern Spine Institute 401(k) match, vesting and fees
What Southeastern Spine Institute'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 | Dcpas, LLC DBA Davis & Company Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Southeastern Spine Institute: employer contribution per participant | $3,063 | |
| Peer median | $1,468 |
| Southeastern Spine Institute: average balance | $56,359 | |
| Peer median | $37,786 |
| Southeastern Spine Institute: admin expenses ÷ assets | 0.45% | |
| 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 $7M at the end of plan year 2022 to $7.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $7.6M | $410K | $3,063 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 121 | $8M | $262K | $2,221 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 131 | $7M | $315K | $2,465 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does Southeastern Spine Institute match 401(k) contributions?
The match terms for the Southeastern Spine Institute 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $410K in employer contributions, about $3,063 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southeastern Spine Institute 401(k) match vested?
The vesting schedule for the Southeastern Spine Institute 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southeastern Spine Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Southeastern Spine Institute.
I left Southeastern Spine Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southeastern Spine Institute, (843) 849-1551) or the recordkeeper, Fidelity Investments Institutional. The Southeastern Spine Institute old 401(k) page lists the contacts from every plan filing. Find an old Southeastern Spine Institute 401(k)
Data from the public Form 5500 annual reports Southeastern Spine Institute filed with the U.S. Department of Labor (plan years 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 Spine Institute. Not financial advice. Report a correction · Methodology