How big is Safe Horizon, Inc.'s plan?

Safe Horizon, Inc.'s plan reported $31.3M in assets and 943 participants for 2024.

Original filing (PDF)20251010084628NAL0007823809001

Safe Horizon, Inc.

Name: Safe Horizon, Inc. — Safe Horizon 403(b) Retirement, Form 5500 (2024)
Creator: Safe Horizon, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Safe Horizon 403(b) Retirement Savings Plan

403(b) retirement plan · Safe Horizon, Inc.'s Safe Horizon 403(b) Retirement Savings Plan held $31.3M in plan assets for 943 participants in 2024, with TIAA as recordkeeper.

Active participants

943

Accounts w/ balance

1,460

Plan assets (EOY)

$31.3M

Net assets (EOY)

$31.3M

People on this filing

Denise Hagley signed Safe Horizon, Inc.'s 2024 Form 5500 as plan administrator.

Denise Hagley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Safe Horizon, Inc.'s EIN is 13-2946970.

EIN 13-2946970

Plan number 002

Plan year 2024

ACK ID 20251010084628NAL0007823809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Safe Horizon, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SAFE HORIZON, INC.

EIN

all filings

Address

2 LAFAYETTE STREET · NEW YORK, NY · 10007

Phone

(212) 577-1280

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	TRUSTEE	$90K	—

Investments

32 direct securities· $30.4M(97% of reported assets)

Other securities

$20.0M

20 holdings

Common Collective Trusts

$5.7M

5 holdings

Mutual Funds

$3.0M

6 holdings

Stable Value

$1.7M

1 holding

					% of plan
( a ) ( b ) ( c ) ( d ) ( e ) Investments, at fair value Vanguard 500 Idx Adm Mutual Fund	Common Collective Trusts	—	—	$2.4M	7.6%
American Fds Balanced Fd R6 Mutual Fund	Other securities	—	—	$2.2M	7.0%
American Fds 2030 Tar Ret R6 Mutual Fund	Other securities	—	—	$1.9M	6.2%
American Fds 2035 Tar Ret R6 Mutual Fund	Other securities	—	—	$1.9M	5.9%
TIAA Stable Value Fixed Annuity	Stable Value	—	—	$1.7M	5.5%
Touchstone Large Cap Focused I Mutual Fund	Other securities	—	—	$1.6M	5.0%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$1.5M	4.9%
American Fds 2040 Tar Ret R6 Mutual Fund	Other securities	—	—	$1.5M	4.9%
MFS Mid Cap Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$1.5M	4.9%
Vanguard Intr-Trm Bnd Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.5M	4.8%
American Fds 2050 Tar Ret R6 Mutual Fund	Other securities	—	—	$1.4M	4.6%
American Fds 2045 Tar Ret R6 Mutual Fund	Other securities	—	—	$1.4M	4.5%
American Fds 2025 Tar Ret R6 Mutual Fund	Other securities	—	—	$1.2M	3.9%
Nuveen Internatl Eq Idx R6 Mutual Fund	Common Collective Trusts	—	—	$1.2M	3.7%
MFS Intnl Diversification R4 Mutual Fund	Mutual Funds	—	—	$979K	3.1%
American Fds 2055 Tar Ret R6 Mutual Fund	Other securities	—	—	$925K	3.0%
Columbia Dividend Income Inst3 Mutual Fund	Other securities	—	—	$836K	2.7%
American Beacon Sm Cp Val R5 Mutual Fund	Other securities	—	—	$742K	2.4%
American Fds 2060 Tar Ret R6 Mutual Fund	Other securities	—	—	$582K	1.9%
Calvert Equity Portfolio I Mutual Fund	Other securities	—	—	$571K	1.8%
Vanguard Small-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$482K	1.5%
John Hancock Discip V Md Cp R6 Mutual Fund	Other securities	—	—	$480K	1.5%
American Fds 2010 Tar Ret R6 Mutual Fund	Other securities	—	—	$405K	1.3%
Putnam Small Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$293K	0.9%
Maturity through 2033	Other securities	—	—	$265K	0.8%
American Fds 2015 Tar Ret R6 Mutual Fund	Other securities	—	—	$195K	0.6%
PIMCO Income Fd Institutional Mutual Fund	Mutual Funds	—	—	$170K	0.5%
American Fds 2065 Tar Ret R6 Mutual Fund	Other securities	—	—	$153K	0.5%
Vanguard Mid-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$151K	0.5%
Pioneer Bond K Mutual Fund	Other securities	—	—	$150K	0.5%
TIAA Traditional Annuity Non Benefit-Responsive Fixed Annuity	Mutual Funds	—	—	$49K	0.2%
TIAA Traditional Annuity Non Benefit-Responsive (Plan Loan Default Fund) Fixed Annuity	Mutual Funds	—	—	$1K	<0.1%