Safesource Direct, Llc 401(k) Plan
Sponsored by Safesource Direct, Llc · EIN 861303090 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 347
- With balances
- 163
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Haslauer Group, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,200 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,691 |
| Kestra Investment Services Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |