Plan Snapshot
- Plan Sponsor: Safe-Guard Products International, LLC
- Sponsor EIN: 582014424
- Sponsor Address: TWO CONCOURSE PARKWAY, ATLANTA, GA, 30328
- Plan Type: DC
- Total Participants: 799
- Total Assets: $44.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 799 | $44.8M | $2.2M | $4.2M |
| 2023 | 738 | $38.3M | $1.7M | $3.5M |
| 2022 | 584 | $30.9M | $1.7M | $3.4M |
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 |
|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | ADVISOR | $31,580 | — | $31,580 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,977 | — | $13,977 |
| MAULDIN AND JENKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MAULDIN AND JENKINS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,557
- Estimated Expense Ratio: 0.102% 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 | $45,557 | $31,580 | — | — | — |
| 2023 | -$22,545 | — | — | — | — |
| 2022 | $6,433 | — | — | — | — |