Southeast, Inc. 401(k) Plan: Login, Facts & Contact Information

Southeast, Inc. 401(k) Plan Facts

Plan name
SOUTHEAST, INC. SAFE HARBOR 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHEAST, INC.
Participants
575 (452 active employees)
Former employees with a balance
82
Plan assets
$18,909,090 at Dec 31, 2024
Average account balance
$54,181 across 349 accounts
Employer contributions
$652,110 in plan year 2024 (31% of all contributions)
Recordkeeper
Capital Group Retirement Plan Svcs.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1986
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.09 million went into the plan in contributions, $652,110 of it from the employer (31%).
  • $1.39 million was paid out to participants.
  • Investment and other income added $2.52 million.
  • Administrative expenses were $89,335, about $256 per account.

How the Southeast, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019544$11.6 million$377,903$501,002
2020555$13.8 million$399,854$1.36 million
2021582$14.6 million$445,817$2.49 million
2022513$12.3 million$502,556$909,447
202338$1.11 million$0$4,950
2024575$18.9 million$652,110$1.39 million

Southeast, Inc. 401(k) Contact Information

Phone
614-225-0980
Mailing address
16 W. LONG STREET, COLUMBUS OH 43215
Plan sponsor
SOUTHEAST, INC.
Employer identification number (EIN)
31-0940189
Plan number
001

Questions about the Southeast, Inc. 401(k)

Does Southeast, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $652,110, 31% of all contributions.

Does the Southeast, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Southeast, Inc 401(k) plan?

575 participants at the start of plan year 2024, 452 of them active employees, and 82 former employees who still had money in the plan.

What is the average 401(k) balance at Southeast, Inc?

About $54,181 per account: $18.9 million in plan assets across 349 accounts with a balance at the end of plan year 2024.

Who manages the Southeast, Inc 401(k) accounts?

Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SVCS.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Southeast, Inc. How do I access my 401(k)?

Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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