Plan Snapshot
- Plan Sponsor: Safety Marking, INC.
- Sponsor EIN: 061267005
- Sponsor Address: 255 HANCOCK AVENUE, BRIDGEPORT, CT, 06605
- Plan Type: DC
- Total Participants: 164
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $8.5M | $903,121 | $0 |
| 2023 | 154 | $7.3M | $660,305 | $0 |
| 2022 | 138 | $5.9M | $696,351 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $32,745 | $31,595 | $1,150 | — | — |
| 2023 | $32,165 | $30,675 | $1,490 | — | — |
| 2022 | $33,291 | $31,426 | — | — | — |