Safeway Electric Retirement Savings Plan
Sponsored by Safeway Building Systems, Inc. Dba Safeway Electric · EIN 330773564 · Plan #002
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 196
- With balances
- 241
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| J.Derek Lewis & Associates, Inc. CRD 122307 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J Derek Lewis And Assocs | Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) | $13,480 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $784 |