Valerie Womack signed Safzone Field Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safzone Field Services LLC's EIN is 26-3255908.
Download the official 2024 Form 5500 (PDF) for Safzone Field Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safzone Field Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fed Hermes US Treas Cash Res Mutual Funds | U.S. Treasuries | — | — | $245K | 24.6% | |
| Schwab S&P 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $242K | 24.3% | |
| MFS Mass Investors Growth Stock Fund Mutual Funds | Mutual Funds | — | — | $77K | 7.7% | |
| Vanguard Equity Income Fund Mutual Funds | Mutual Funds | — | — | $59K | 6.0% | |
| Schwab Treas Infl Prot Sec Index Fund Mutual Funds | Common Collective Trusts | — | — | $57K | 5.7% | |
| DFA Emerging Markets Mutual Funds | Mutual Funds | — | — | $38K | 3.8% | |
| Fidelity Small Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $37K | 3.7% | |
| DFA International Core Equity Mutual Funds | Mutual Funds | — | — | $34K | 3.4% | |
| Notes receivable from participants Bearing interest at 9%-9.5% - | Bonds / Notes | — | — | $33K | 3.3% | |
| Vanguard Mid-Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $26K | 2.6% | |
| Voya Intermediate Bond Fund Mutual Funds | Other securities | — | — | $26K | 2.6% | |
| DFA Intl Small Cap Growth Portfolio Mutual Funds | Mutual Funds | — | — | $23K | 2.3% | |
| Empower US Govt Securities Fund Mutual Funds | Other securities | — | — | $22K | 2.2% | |
| MFS International Growth Fund Mutual Funds | Mutual Funds | — | — | $20K | 2.0% | |
| PGIM High Yield Fund Mutual Funds | Other securities | — | — | $17K | 1.8% | |
| Delaware Ivy Mid Cap Growth Fund Mutual Funds | Other securities | — | — | $14K | 1.5% | |
| Vanguard Explorer Fund Mutual Funds | Mutual Funds | — | — | $10K | 1.0% | |
| Goldman Sachs Sm Cap Val Insights Mutual Funds | Other securities | — | — | $9K | 0.9% | |
| Nuveen Lifecycle Index 2040 Fund Mutual Funds | Mutual Funds | — | — | $3K | 0.3% | |
| Vanguard Growth and Income Fund Mutual Funds | Mutual Funds | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
