Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
SOUTHERN EQUIPMENT SALES CO.
EIN 59-3505324retailLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
17
12058 SAN JOSE BLVD., SUITE 701 - JACKSONVILLE, FL 32223904-260-5155ser-usa.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 17 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
SOUTHERN EQUIPMENT SALES CO. 401(K) PLAN
401k
Assets$4.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SOUTHERN EQUIPMENT SALES COMPANY CASH BALANCE PLAN
CashBalance
Assets$858K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN EQUIPMENT SALES CO. 401(K) PLAN | 401k | $4.0M | 11 | 2024 | |
| 002 | SOUTHERN EQUIPMENT SALES COMPANY CASH BALANCE PLAN | CashBalance | $858K | 6 | 2024 |
Retirement plans