Safeguard Global 401(k) Plan
Sponsored by Safeguard World International Llc · EIN 421767172 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 132
- With balances
- 166
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $28,657 |
| Creative Planning Holdco, Llc | Consulting (general) | $11,548 |
| Peggy S. Edge, Cpa, Llc | Accounting | $9,000 |