# Safzone Field Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/safzone-field-services-llc-401k-plan

> Safzone Field Services LLC's 401(k) plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [KBFALK, PLLC](https://planprovider.pro/provider/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|—|—|—|—|—|

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