Original filing (PDF)20251015222009NAL0005670785001

SAFE HARBOR ASSET MANAGEMENT, INC.

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

Form 5500-SF

FILING_RECEIVED

SAFE HARBOR ASSET MANAGEMENT, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

Plan health score

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFE HARBOR ASSET MANAGEMENT, INC..

Plan sponsor

Name

SAFE HARBOR ASSET MANAGEMENT, INC.