Plan Snapshot
- Plan Sponsor: Safebuilt, LLC
- Sponsor EIN: 205281305
- Sponsor Address: 444 N. CLEVELAND AVE SUITE 444, LOVELAND, CO, 80537
- Plan Type: 401(k)
- Total Participants: 1,441
- Total Assets: $84.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,441 | $84.7M | $2.8M | $6.4M |
| 2023 | 1,548 | $75.1M | $3.2M | $6.8M |
| 2022 | 1,488 | $63.0M | $2.9M | $6.5M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | Investment Advisor | — | $62,843 | $62,843 |
| ASCENSUS C/O FUTUREPLAN | Recordkeeper | — | $38,611 | $38,611 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $9,840 | $33 | $9,873 |
| MORNINGSTAR INVESTMENT MANAGEMENT | Investment Advisor | $9,701 | — | $9,701 |
| LOCKTON INVESTMENT ADVISORS, LLC | Investment Advisor | $7,102 | — | $7,102 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLD CO, LLC — Investment Advisor
- LOCKTON INVESTMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,130
- Estimated Expense Ratio: 0.151% 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 | $77,586 | $11,556 | $60,795 | — | — |
| 2023 | $60,974 | $12,344 | $48,630 | — | — |
| 2022 | $48,451 | — | $48,451 | — | — |