SOUTHEASTERN EMPLOYEE BENEFIT SERVI
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+2 YoYRank #1240 of mapped providers
Assets under administration$8.0B0.0%Market share · rank #1400
Fees received$178,026Median $3,825/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SOUTHEASTERN EMPLOYEE BENEFIT SERVI plan look like?
Service mix · median fees per plan
Count of plans where SOUTHEASTERN EMPLOYEE BENEFIT SERVI ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 4 | $5,730 | |
Contract Administrator; Other feesCode 13 | 3 | $2,437 | |
Claims processing; Valuation (appraisals, etc.); Consulting (general); Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 12 | 1 | $3,825 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $8,819 | |
Employee (plan); Direct payment from the plan; Other services; Other feesCode 30 | 1 | $0 | |
Investment management fees paid directly by planCode 51 | 1 | $131,533 |
Competitor overlap
Percent of SOUTHEASTERN EMPLOYEE BENEFIT SERVI's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SOUTHEASTERN EMPLOYEE BENEFIT SERVI.
| Sponsor | From | Assets |
|---|---|---|
RESOLUTE FP US INC. · 620721803-004 | (new plan) | $641M |
GREEN THUMB INTERNATIONAL INCCA · 952381981-003 | PCS RETIREMENT, LLC | $18M |
PERRY REID PROPERTIES, LLCNE · 470833546-001 | THE RETIREMENT ADVANTAGE INC | $6M |
Plans lost in 2024
Appeared last year under SOUTHEASTERN EMPLOYEE BENEFIT SERVI; not this year.
| Sponsor | To | Assets |
|---|---|---|
OIC OF SOUTH FLORIDA, INC.FL · 651117147-001 | (new plan) | $1M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $131,533 | 10y | - |
RESOLUTE FP US INC. · 620721803-004 | $641M | 5,106 | $8,819 | 1y | - |
JEFFERSON HOSPITAL ASSOCIATION, INCAR · 710329353-003 | $130M | 2,031 | $11,962 | 6y | - |
ST. BERNARDS PHYSICIAN CLINICSAR · 871439061-001 | $113M | 797 | $9,284 | 3y | 1 |
G TREASURY SS, LLCIL · 262512854-001 | $22M | 162 | $2,437 | 5y | - |
KREUTER MANUFACTURING COMPANY, INC.IN · 351421135-001 | $19M | 153 | $400 | 4y | 1 |
GREEN THUMB INTERNATIONAL INCCA · 952381981-003 | $18M | 231 | $3,825 | 1y | 1 |
MONTGOMERY COUNTY EMERGENCY SERVICEPA · 231894907-003 | $14M | 277 | $6,166 | 3y | - |
WILLOWBROOK FORD, INC.IL · 363063579-001 | $10M | 224 | $2,175 | 3y | 2 |
PERRY REID PROPERTIES, LLCNE · 470833546-001 | $6M | 237 | $1,425 | 1y | - |
Flag exposure
90.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into SOUTHEASTERN EMPLOYEE BENEFIT SERVI.
- SOUTHEASTERN ASET MGMT INC.
- SOUTHEASTERN ASSET INC.
- SOUTHEASTERN ASSET MANAGEMENT
- SOUTHEASTERN ASSET MANAGEMENT INC
- SOUTHEASTERN ASSET MANAGEMENT INC.
- SOUTHEASTERN ASSET MANAGEMENT, INC
- SOUTHEASTERN ASSET MANAGEMENT, INC.
- SOUTHEASTERN ASSET MGMT INC.
- SOUTHEASTERN ASSET MGMT, INC.
- SOUTHEASTERN EMPLOYEE BENEFIT
- SOUTHEASTERN EMPLOYEE BENEFIT PLAN
- SOUTHEASTERN EMPLOYEE BENEFIT SERVI
- SOUTHEASTERN EMPLOYEE BENEFITS
- SOUTHEASTERN MAILING SERVICES INC D
- SOUTHEASTERN UNIVERSITIES RESEARCH
- SOUTHEREASTERN ASSET MANAGEMENT INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SOUTHEASTERN EMPLOYEE BENEFIT SERVI's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 36.36% | 1.71% | +34.65 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 9.09% | 1.76% | +7.33 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SOUTHEASTERN EMPLOYEE BENEFIT SERVI. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent