Plan Ledger DOL Form 5500 · updated monthly

Safeguard World International LLC401(k)

SAFEGUARD GLOBAL 401(K) PLAN · WESTLAKE HILLS, TX · plan year 2024

Reported admin expense ratio · 2024
0.56%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Safeguard World International LLC reported $51,911 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $5,648 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.35% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,016th of 5,688), and 7,909th of 11,654 in professional & technical services. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has shrunk from 175 to 132 since 2022.

Plan summary
Net assets, end of year$10,275,636
Participants with balances166
Active participants132
Employer contributions$745,598
Employee contributions$1,661,361
Employer contribution per active participant$5,648
Average account balance$61,901
Benefits paid to participants$1,779,829
Plan auditUnmodified (clean) audit opinion
AuditorPEGGY S.EDGE CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 166 accts · $746K emplr
2023$8.4M · 166 accts · $810K emplr
2022$5.3M · 148 accts · $694K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,657
Investment management$2,706
Audit (IQPA)$9,000
Total administrative$51,911
The Safeguard World International LLC 401(k) match · 2024
Employer contribution per active participant$5,648
Median for plans this size$1,313
2024$5,648 per active participant
2023$5,332 per active participant
2022$3,967 per active participant

Safeguard World International LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,657
CREATIVE PLANNING HOLDCO, LLC · Consulting$11,548
PEGGY S. EDGE, CPA, LLC · Accounting / audit$9,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$51,911 · 0.56%
2023$48,222 · 0.71%
2022$13,129 · 0.35%
Same employer
Similar plansProfessional & Technical Services · Texas
Cg Infinity, Inc. TX$10.4M · 0.05%
IT Convergence TX$10.3M · 0.49%
Jq Engineering, LLP TX$10.3M · 0.57%
Ne Construction LLP TX$10.2M · 0.19%
Volusion, LLC TX$10.2M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421767172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.