Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHEAST PROPERTY ASSOCIATES, INC.
EIN 65-0625690commercial real estateLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
14
1645 SE 3RD COURT, SUITE 200 - DEERFIELD BEACH, FL 33441954-420-1001southeastproperties.ccLinkedIn1-10 employeescommercial real estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 14 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
SOUTHEAST PROPERTY ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHEAST PROPERTY ASSOCIATES, INC. 401(K) PLAN
401k
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHEAST PROPERTY ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $1.9M | 7 | 2024 | |
| 001 | SOUTHEAST PROPERTY ASSOCIATES, INC. 401(K) PLAN | 401k | $1.3M | 7 | 2024 |
Retirement plans