Plan Ledger DOL Form 5500 · updated monthly

Safzone Field Services LLC401(k)

SAFZONE FIELD SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
1.34%

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

Safzone Field Services LLC reported $13,286 in plan administrative expenses for 2024: 1.34% of average plan assets, above the peer median. Employer contributions averaged $2,112 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 1 year on file its reported administrative ratio rose from 0.78% to 1.34%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (5,283rd of 5,688), and 11,250th of 11,654 in professional & technical services. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$994,215
Participants with balances70
Active participants52
Employer contributions$109,827
Employee contributions$146,718
Employer contribution per active participant$2,112
Average account balance$14,203
Benefits paid to participants$374,132
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$994K · 70 accts · $110K emplr
2023$988K · 131 accts · $93K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,902
Investment management$1,941
Trustee / custodial$443
Total administrative$13,286
The Safzone Field Services LLC 401(k) match · 2024
Employer contribution per active participant$2,112
Median for plans this size$540
2024$2,112 per active participant
2023$2,028 per active participant

Safzone Field Services LLC's 2024 employer contribution ran above the $540 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 · 20241
PAYCHEX, INC. · Recordkeeping$12,383

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$13,286 · 1.34%
2023$6,858 · 0.78%
Similar plansProfessional & Technical Services · Texas
Approved Cash Advance TX$1.0M · 1.67%
Verveba Telecom, LLC TX$993K · 0.03%
Ninja Partners Inc TX$946K · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263255908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.