AUMdb

Safe Horizon 403(b) Retirement Savings Plan

Sponsored by Safe Horizon, Inc. · EIN 132946970 · Plan #002

Total assets
$31.3M
Net assets
$31.3M
Active participants
943
With balances
1,460

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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) $90,231