Original filing (PDF)20251015125653NAL0004605809001

SAFE HARBOR ASSET MANAGEMENT, INC.

Name: SAFE HARBOR ASSET MANAGEMENT, INC. — SAFE HARBOR ASSET MANAGEMENT, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAFE HARBOR ASSET MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

SAFE HARBOR ASSET MANAGEMENT, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAFE HARBOR ASSET MANAGEMENT, INC..

Plan sponsor

Name

SAFE HARBOR ASSET MANAGEMENT, INC.

EIN

11-3280093all filings

Address

167 E. MAIN STREET · HUNTINGTON, NY · 11743

Phone

(631) 421-4341

Industry

Finance & Insurancesee all

Plan administrator