Safebuilt 401(k) Plan
Sponsored by Safebuilt, Llc · EIN 205281305 · Plan #001
- Total assets
- $84.7M
- Net assets
- $84.7M
- Active participants
- 1,441
- With balances
- 2,195
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $9,840 |
| Morningstar Investment Management | Investment advisory (participants) | $9,701 |
| Lockton Investment Advisors, Llc | Investment advisory (participants) | $7,102 |
| Creative Planning Hold Co, Llc | Other fees | $0 |
| Ascensus C/O Futureplan | Other services | $0 |