Plan Snapshot
- Plan Sponsor: Safetycall International, LLC
- Sponsor EIN: 823701002
- Sponsor Address: 3600 AMERICAN BLVD, W. SUITE 725, BLOOMINGTON, MN, 55431
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 233 | $18.5M | $537,374 | $1.1M |
| 2023 | 206 | $14.8M | $510,828 | $1.0M |
| 2022 | 174 | $11.7M | $439,055 | $919,908 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $18,081 | $15,222 | $2,859 | — | — |
| 2023 | $14,312 | $12,540 | $1,750 | — | — |
| 2022 | $13,641 | $12,356 | — | — | — |