# Surefire, LLC 401(k) Plan
Source: https://planprovider.pro/companies/surefire-llc-401k-plan

> Surefire, LLC's 401(k) plan: 375 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Surefire, LLC

- **Sponsor EIN:** 954837677

- **Sponsor Address:** 18300 MT. BALDY CIRCLE, FOUNTAIN VALLEY, CA, 92708

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

- **Total Participants:** 375

- **Total Assets:** $23.7M

## 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|375|$23.7M|$163,212|$1.9M|

| 2023|312|$19.8M|$133,453|$1.5M|

| 2022|315|$16.0M|$121,925|$1.3M|

## 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|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$55,201|—|$55,201|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,537|—|$25,537|

| HASKELL & WHITE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,738

- **Estimated Expense Ratio:** 0.341% 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|$80,738|$55,201|—|—|—|

| 2023|$65,667|$44,068|—|—|—|

| 2022|$63,516|—|—|—|—|

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