Retirement plan

THE SOUTHEASTERN CONFERENCE PENSION PLAN

Name: THE SOUTHEASTERN CONFERENCE - THE SOUTHEASTERN CONFERENCE PENSION PLAN (2025) Form 5500
Creator: THE SOUTHEASTERN CONFERENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SOUTHEASTERN CONFERENCE PENSION PLAN, THE SOUTHEASTERN CONFERENCE

THE SOUTHEASTERN CONFERENCEEIN 63-0377461Plan #002PY 2025

2201 RICHARD ARRINGTON JR BLVD N - BIRMINGHAM, AL 352031103205-458-3000secsports.comLinkedIn11-50 employeessports

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$18.4M

+19.2% from 2024

Total participants

+1.7% from 2024

Average account balance

$301,458

+17.2% from 2024

Annual return

11.44%

-6.73 pp from 2024

Benchmarks

See 2,213 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,213 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$18.39M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$301K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

141.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.44%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3822

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$233K

$5421 / participant

Other / not subdivided$233K100.0%

% of EOY assets

1.268%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$301,458

$50,554+496.3%

$67,681+345.4%

$87,485+244.6%

Participation rate

100.0%

67.7%+32.3pp

73.7%+26.3pp

68.9%+31.1pp

Annual return

11.44%

17.81%-6.4pp

590.58%-579.1pp

26.06%-14.6pp

Employer contribution / active EE

$25,199

$1,988+1167.2%

$2,678+840.9%

$2,596+870.6%

Participant deferral / active EE

$7,978

$2,961+169.4%

$3,976+100.7%

$4,274+86.7%

Admin fee / account holder

$3,822

$4,132-7.5%

$6,100-37.3%

$7,775-50.8%

THE SOUTHEASTERN CONFERENCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SOUTHEASTERN CONFERENCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion