Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHEASTERN PLUMBING AND HEATING, INC.
EIN 56-1230353constructionLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
74
300 WEST 23RD STREET - CHARLOTTE, NC 28206704-333-8582southeasternplumbing.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 74 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHEASTERN PLUMBING AND HEATING, INC. RETIREMENT PLAN
401k
Assets$3.2M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHEASTERN PLUMBING AND HEATING, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHEASTERN PLUMBING AND HEATING, INC. RETIREMENT PLAN | 401k | $3.2M | 42 | 2025 | |
| 002 | SOUTHEASTERN PLUMBING AND HEATING, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 32 | 2024 |
Retirement plans