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Original filing (PDF)20250922133827NAL0005300961001
SAFEBUILT, LLC
Form 5500
FILING_RECEIVED
SAFEBUILT 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,441
Accounts w/ balance
2,195
Plan assets (EOY)
$84.7M
Net assets (EOY)
$84.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MAP CONTRACT SEPARATE ACCOUNT D (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFEBUILT, LLC.
Plan sponsor
Name
SAFEBUILT, LLC
EIN
20-5281305
Address
444 N. CLEVELAND AVE SUITE 444 · LOVELAND, CO · 80537
Phone
(970) 292-2200
Industry
Constructionsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS C/O FUTUREPLAN | — | CHICAGO, IL | TPA | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $10K | — |
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | SERVICE PROVIDER | $7K | — |
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
Investments
1 pooled fund· $82.1M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $82.1M | 96.9% |