Safesource Direct 401(k) match, vesting and fees
What Safesource Direct's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Haslauer Group, Inc. | Schedule C ↗ |
| Independent auditor | Kelly Partners Attest Services LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $520K at the end of plan year 2021 to $2.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 378 | $2.2M | $341K | $2,092 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 416 | $1.3M | $315K | $2,405 | 1.55% | Not published | 5500-SF ↗ |
| 2022 | 290 | $471K | $162K | $2,030 | 0.32% | Not published | 5500-SF ↗ |
| 2021 | 15 | $520K | $65K | $4,671 | 0.16% | Not published | 5500-SF ↗ |
Common questions
Does Safesource Direct match 401(k) contributions?
The match terms for the Safesource Direct, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $341K in employer contributions, about $2,092 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Safesource Direct 401(k) match vested?
The vesting schedule for the Safesource Direct, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Safesource Direct 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Haslauer Group, Inc.. The plan administrator is Safesource Direct, LLC.
I left Safesource Direct. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Safesource Direct, LLC, (337) 210-7939) or the recordkeeper, The Haslauer Group, Inc.. The Safesource Direct old 401(k) page lists the contacts from every plan filing. Find an old Safesource Direct 401(k)
Data from the public Form 5500 annual reports Safesource Direct filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Safesource Direct. Not financial advice. Report a correction · Methodology