# Safeguard Operations, LLC 401(k) Plan
Source: https://planprovider.pro/companies/safeguard-operations-llc-401k-plan

> Safeguard Operations, LLC's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Safeguard Operations, LLC

- **Sponsor EIN:** 522288756

- **Sponsor Address:** 3384 PEACHTREE ROAD NE, ATLANTA, GA, 30326

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

- **Total Participants:** 179

- **Total Assets:** $12.5M

## 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|179|$12.5M|$361,721|$856,653|

| 2023|179|$10.5M|$352,560|$835,330|

| 2022|190|$9.2M|$343,503|$825,173|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$50,252|—|$50,252|

| BROADSTREET CAPITAL ADVISORS, LLC|INVESTMENT ADVISORY|—|$34,312|$34,312|

| ADAMSBROWN, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADAMSBROWN, LLC](https://planprovider.pro/provider/adamsbrown-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,564

- **Estimated Expense Ratio:** 0.678% 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|$50,252|—|$50,252|—|—|

| 2023|$46,555|—|$46,555|—|—|

| 2022|$45,859|—|$45,859|—|—|

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