# Security First Managers LLC 401(k) Plan
Source: https://planprovider.pro/companies/security-first-managers-llc-401k-plan

> Security First Managers LLC's 401(k) plan: 388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Security First Managers LLC

- **Sponsor EIN:** 753176413

- **Sponsor Address:** 1001 BROADWAY AVE, ORMOND BEACH, FL, 32174

- **Plan Type:** 401(k)

- **Total Participants:** 388

- **Total Assets:** $19.1M

## 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|388|$19.1M|$881,966|$2.0M|

| 2023|421|$16.7M|$868,928|$1.8M|

| 2022|472|$13.8M|$1.0M|$1.7M|

## 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|

| UBS FINANCIAL SERVICES INC|NONE|$73,633|—|$73,633|

| STANCORP FINANCIAL GROUP|NONE|$51,851|—|$51,851|

| HOWELL FERGUSON, PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HOWELL FERGUSON, PA](https://planprovider.pro/provider/thomas-howell-ferguson-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,484

- **Estimated Expense Ratio:** 0.655% 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|$108,692|$73,633|$35,059|—|—|

| 2023|$94,821|$75,676|$19,145|—|—|

| 2022|$89,589|$66,890|$22,699|—|—|

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