AUMdb

Safe Horizon 401(a) Retirement Savings Plan

Sponsored by Safe Horizon, Inc. · EIN 132946970 · Plan #001

Total assets
$20.7M
Net assets
$20.7M
Active participants
708
With balances
1,518

Plan year beginning 01/01/2024 · Money purchase, Profit-sharing, ERISA 404(c) participant-directed

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
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $57,076