How big is SAFI MD, LLC's plan?

SAFI MD, LLC's plan reported $2.0M in assets and 10 participants for 2024.

Original filing (PDF)20250608100151NAL0022696928001

SAFI MD, LLC

Name: SAFI MD, LLC — SAFI MD, LLC 401(k) Plan, Form 5500 (2024)
Creator: SAFI MD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAFI MD, LLC 401(k) Plan

401(k) retirement plan · SAFI MD, LLC's SAFI MD, LLC 401(k) Plan held $2.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

ELAM SAFI signed SAFI MD, LLC's 2024 Form 5500 as plan administrator.

ELAM SAFI — 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

SAFI MD, LLC's EIN is 20-4579386.

EIN 20-4579386

Plan number 001

Plan year 2024

ACK ID 20250608100151NAL0022696928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAFI MD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAFI MD, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAFI MD, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

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

Plan sponsor

Name

SAFI MD, LLC

EIN

all filings

Address

182 WEST ST. · WARE, MA · 01082

Phone

(413) 967-5562

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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