Plan Snapshot
- Plan Sponsor: Safeguard World International LLC
- Sponsor EIN: 421767172
- Sponsor Address: 108 WILD BASIN RD, BLDG 2 STE 200, WESTLAKE HILLS, TX, 78746
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $10.3M
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 | 132 | $10.3M | $745,598 | $1.7M |
| 2023 | 152 | $8.4M | $810,467 | $1.6M |
| 2022 | 175 | $5.3M | $694,205 | $1.3M |
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 |
|---|---|---|---|---|
| PEGGY S.EDGE CPA LLC | Auditor | $9,000 | — | $9,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,000
- Estimated Expense Ratio: 0.088% 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 | $51,911 | $2,706 | — | $9,000 | — |
| 2023 | $48,222 | $1,920 | — | $14,500 | — |
| 2022 | $13,129 | $273 | — | — | — |