Southeast Pet 401(k) Profit Sharing Plan
Sponsored by Seaco National Corp. Dba Southeast Pet · EIN 581478160 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 134
- With balances
- 99
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transition Finance Strategies, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $13,324 |
| Northwestern Mutual Wealth Mgmnt Co | Investment advisory (plan) | $9,297 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,846 |
| Cbiz Cpas P.C. | Accounting | $2,100 |