# Safety Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/safety-management-group-llc-401k-plan

> Safety Management Group, LLC's 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Safety Management Group, LLC

- **Sponsor EIN:** 352012191

- **Sponsor Address:** 8335 KEYSTONE CROSSING, INDIANAPOLIS, IN, 462402471

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

- **Total Participants:** 255

- **Total Assets:** $24.3M

## 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|255|$24.3M|$948,889|$2.2M|

| 2023|267|$20.9M|$870,087|$1.8M|

| 2022|228|$16.4M|$720,364|$1.6M|

## 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|

| CBIZ CPAS, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$90,407|—|$90,407|—|—|

| 2023|$98,348|—|$98,348|—|—|

| 2022|$87,716|—|$87,716|—|—|

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