AUMdb

Safeguard Properties Management, Llc 401(k) Profit Sharing Plan

Sponsored by Safeguard Properties Management, Llc · EIN 900881590 · Plan #001

Total assets
$30.1M
Net assets
$30.1M
Active participants
313
With balances
483

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $78,560