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Companies

companySoutheast Financial Credit Union
$24.8Mreported plan assets
EIN: 62-0382058Location: TNPlans: 2Participants: 316Latest: 2023
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Plans

planSoutheast Financial Credit Union 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
$14.6Mreported assets (EOY)
Sponsor: Southeast Financial Credit UnionEIN: 62-0382058Plan: 002Participants: 144Assets: $14,588,929Net assets: $14.6MAssets / participant: $101.3KLocation: Franklin, TNLatest: 2023
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planSoutheast Financial Credit Union Defined Benefit Plan And TrustFinancial statementProvider compensation2023 filing
$10.2Mreported assets (EOY)
Sponsor: Southeast Financial Credit UnionEIN: 62-0382058Plan: 001Participants: 172Assets: $10,224,229Net assets: $10.2MAssets / participant: $59.4KLocation: Franklin, TNLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Southeast Financial Credit Union Defined Benefit Plan And Trust
Sponsor: Southeast Financial Credit UnionEIN: 62-0382058Plan: 001Ack ID: 20241015081813NAL0027815361001
filing2023 Form 5500 — Southeast Financial Credit Union 401(K) Plan And Trust
Sponsor: Southeast Financial Credit UnionEIN: 62-0382058Plan: 002Ack ID: 20241014224941NAL0015634851001
filing2023 Form 5500 — Southeast Financial Credit Union Welfare Benefit Plan
Sponsor: Southeast Financial Credit UnionEIN: 62-0382058Plan: 501Ack ID: 20250218080713NAL0004900592001