Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOUTHEASTERN ELECTRIC EXCHANGE INC
EIN 58-0435110utilitiesLatest filing 2025
Plans
3
Retirement
2
$3.0M assets
Welfare
1
Participants
14
2970 PEACHTREE RD NW STE 750 - ATLANTA, GA 303052116404-233-1188theexchange.orgLinkedIn11-50 employeesutilities
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 9 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#002
THE SOUTHEASTERN ELECTRIC EXCHANGE DEFINED CONTRIBUTION PENSION PLAN
MoneyPurchase
Assets$1.7M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
SOUTHEASTERN ELECTRIC EXCHANGE 401(K) RETIREMENT PLAN
401k
Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SOUTHEASTERN ELECTRIC EXCHANGE INC. GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE SOUTHEASTERN ELECTRIC EXCHANGE DEFINED CONTRIBUTION PENSION PLAN | MoneyPurchase | $1.7M | 5 | 2025 | |
| 003 | SOUTHEASTERN ELECTRIC EXCHANGE 401(K) RETIREMENT PLAN | 401k | $1.3M | 4 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHEASTERN ELECTRIC EXCHANGE INC. GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans