# Safeguard World International LLC 401(k) Plan
Source: https://planprovider.pro/companies/safeguard-world-international-llc-401k-plan

> Safeguard World International LLC's 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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