Safeguard Us Holdco Inc. Retirement Plan
Sponsored by Safeguard Us Holdco Inc. · EIN 844016887 · Plan #001 · Huntersville, NC
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 167
- With balances
- 258
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,043 |
| Mml Investor Services Llc | Investment advisory (plan) | $16,378 |