Plan Snapshot
- Plan Sponsor: Safework, INC.
- Sponsor EIN: 330502333
- Sponsor Address: 180 N. RIVERVIEW DRIVE, SUITE 170, ANAHEIM, CA, 92808
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 104 | $7.1M | $109,005 | $614,239 |
| 2023 | 83 | $7.9M | $0 | $684,277 |
| 2022 | 80 | $7.3M | $282,959 | $725,565 |
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 |
|---|---|---|---|---|
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEIHAUS CPA, PC — 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 | $59,524 | — | $59,524 | — | — |
| 2023 | $57,956 | — | $57,956 | — | — |
| 2022 | $57,839 | — | $57,839 | — | — |