# Safe Children Coalition, INC. 401(k) Plan
Source: https://planprovider.pro/companies/safe-children-coalition-inc-401k-plan

> Safe Children Coalition, INC.'s 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Safe Children Coalition, INC.

- **Sponsor EIN:** 591618413

- **Sponsor Address:** 1500 INDEPENDENCE BLVD, SARASOTA, FL, 34234

- **Plan Type:** 401(k)

- **Total Participants:** 286

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|286|$6.5M|$751,525|$637,058|

| 2023|297|$4.7M|$636,560|$521,232|

| 2022|294|$3.3M|$784,211|$468,322|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$42,037|—|$42,037|

| USI SECURITIES, INC.|BROKER|—|$11,278|$11,278|

| USI CONSULTING GROUP|RECORD KEEPER|$4,345|$897|$5,242|

| KERKERING, BARBERIO & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [KERKERING, BARBERIO & CO.](https://planprovider.pro/provider/kerkering-barberio-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,557

- **Estimated Expense Ratio:** 0.907% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$47,492|—|—|—|—|

| 2023|$45,772|$45,134|$638|—|—|

| 2022|$40,860|$37,031|$3,829|—|—|

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