Sponsor portfolio
SOUTHEAST PLANNING ASSOCIATES, INC.
EIN 31-1448827Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$5K assets
Welfare
1
Participants
7
5 DEPOT STREET - ATHENS, OH 457012748740-594-8385
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SNIDER, FULLER AND STROH 401(K) PROFIT SHARING PLAN
401k
Assets$5K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SOUTHEAST PLANNING ASSOCIATES SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SNIDER, FULLER AND STROH 401(K) PROFIT SHARING PLAN | 401k | $5K | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHEAST PLANNING ASSOCIATES SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans