Plan Snapshot
- Plan Sponsor: Safelite Group, INC.
- Sponsor EIN: 311725961
- Sponsor Address: 2400 FARMERS DRIVE, COLUMBUS, OH, 43235
- Plan Type: 401(k)
- Total Participants: 14,356
- Total Assets: $719.0M
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 | 14,356 | $719.0M | $18.9M | $56.7M |
| 2023 | 16,041 | $654.9M | $22.9M | $55.0M |
| 2022 | 15,420 | $540.4M | $22.1M | $53.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $1,719,428 | — | $1,719,428 |
| VANGUARD ADVISERS INC. | NONE | $92,830 | — | $92,830 |
| ATLANTA CONSULTING GROUP ADVISORS, | NONE | $37,500 | — | $37,500 |
| BRIXEY AND MEYER, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- BRIXEY AND MEYER, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,849,758
- Estimated Expense Ratio: 0.257% 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 | $1,784,908 | — | — | — | — |
| 2023 | $1,197,706 | — | — | — | — |
| 2022 | $1,136,214 | — | — | — | — |