How big is Safe Harbor Asset Management, Inc.'s plan?

Safe Harbor Asset Management, Inc.'s plan reported $338K in assets and 3 participants for 2024.

Original filing (PDF)20251015222009NAL0005670785001

Safe Harbor Asset Management, Inc.

Name: Safe Harbor Asset Management, Inc. — Safe Harbor, Form 5500 (2024)
Creator: Safe Harbor Asset Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe Harbor Asset Management, Inc. Cash Balance Plan

Defined-benefit pension plan · Safe Harbor Asset Management, Inc.'s Safe Harbor Asset Management, Inc. Cash Balance Plan held $338K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

Plan identifiers

Safe Harbor Asset Management, Inc.'s EIN is 11-3280093.

EIN 11-3280093

Plan number 002

Plan year 2024

ACK ID 20251015222009NAL0005670785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Safe Harbor Asset Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Safe Harbor Asset Management, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

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..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off