AUMdb

Safeguard Operations 401(k) Plan

Sponsored by Safeguard Operations, Llc · EIN 522288756 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
179
With balances
210

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $50,252
Broadstreet Capital Advisors, Llc Investment advisory (plan), Other fees $0
Erisa Services, Inc. Other services, Other fees $0