Kelly Tucker signed Safeguard Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safeguard Operations, LLC's EIN is 52-2288756.
Download the official 2024 Form 5500 (PDF) for Safeguard Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safeguard Operations, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROADSTREET CAPITAL ADVISORS, LLC | 26-1204987 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund Value of Int in Registered Invest Co. | Common Stocks | — | — | $2.3M | 18.3% | |
| Principal Fixed Income Guaranteed Option Insurance Company General | Common Stocks | — | — | $1.7M | 13.6% | |
| BlackRock Total Return Fund Value of Int in Registered Invest Co. | Common Stocks | — | — | $1.6M | 13.0% | |
| JP Morgan Equity Income Fund Value of Int in Registered Invest Co. | Common Stocks | — | — | $1.6M | 13.0% | |
| Fidelity Total Market Index Fund Value of Int in Registered Invest Co. | Common Collective Trusts | — | — | $1.2M | 9.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Value of Int in Registered Invest Co. | Common Collective Trusts | — | — | $618K | 4.9% | |
| INTERNATIONAL EQUITY R1 FUND GREAT GRAY TRUST CO · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $560K | 4.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $546K | 4.4% | |
| T. Rowe Price International Discovery Fund Value of Int in Registered Invest Co. | Common Stocks | — | — | $490K | 3.9% | |
| Schwab Fdm International Equity Index Fund Value of Int in Registered Invest Co. | Common Collective Trusts | — | — | $443K | 3.5% | |
| JP Morgan Mid-Cap Growth Fund Value of Int in Registered Invest Co. | Common Stocks | — | — | $435K | 3.5% | |
| American Century SC Gr R6 Fund Value of Int in Registered Invest Co. | Common Stocks | — | — | $398K | 3.2% | |
| Notes Receivable From Participants 4.25%-9.50% Loans | Bonds / Notes | — | — | $354K | 2.8% | |
| Fidelity US Bond Index Fund Value of Int in Registered Invest Co. | Common Collective Trusts | — | — | $177K | 1.4% | |
| Amer Century Small Cap Fund Value of Int in Registered Invest Co. | Common Stocks | — | — | $39K | 0.3% | |
| LARGE CAP GROWTH FUND II R1 FD WILMINGTON TRUST, N.A. · EIN 38-4139844 / PN 626 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | OTHER SERVICES | $0 | — |
