· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAFER & COMPANY — SAFER & 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250422221957NAL0005046001001
SAFER & COMPANY
Form 5500-SF
FILING_RECEIVED
SAFER & 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$86K
Net assets (EOY)
$86K
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAFER & COMPANY
.
Find decision makers
Plan sponsor
Name
SAFER & COMPANY
EIN
20-5685911
Address
28632 ROADSIDE DRIVE · STE. 125 · AGOURA HILLS, CA · 91301
Phone
(818) 338-7160
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
MAHER AND COMPANY PC
MAHER AND COMPANY PC MCF BENEFIT PLAN
$86K · 16 participants
IMPERIAL ACCOUNTING SOLUTIONS, LLC
IMPERIAL ACCOUNTING SOLUTIONS 401(K) PLAN
$86K · 2 participants
TRUSTEES OF THE OSCPA GROUP HEALTH TRUST
OSCPA GROUP HEALTH PLAN
$86K · 357 participants
M & I SERVICES.
M & I SERVICES, INC. 401K PLAN
$86K · 3 participants
SENECA FINANCIAL PARTNERS, LLC
SENECA FINANCIAL PARTNERS, LLC 401(K) PLAN
$87K · 13 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PAWLOWSKI CPA LLC
PAWLOWSKI CPA 401(K) PLAN
$87K · 1 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
