Plan Snapshot
- Plan Sponsor: Safzone Field Services LLC
- Sponsor EIN: 263255908
- Sponsor Address: 19026 RIDGEWOOD PKWY STE 230, SAN ANTONIO, TX, 782597647
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $994,215
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 | 52 | $994,215 | $109,827 | $146,718 |
| 2023 | 46 | $987,868 | $93,265 | $131,873 |
| 2022 | 121 | $779,093 | $89,226 | $123,193 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $12,383 | — | $12,383 |
| KBFALK, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- KBFALK, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,383
- Estimated Expense Ratio: 1.246% 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 | $13,286 | $1,941 | $10,902 | — | — |
| 2023 | $6,858 | — | $6,858 | — | — |
| 2022 | — | — | — | — | — |