How big is Safe Berks' plan?

Safe Berks' plan reported $1.2M in assets and 63 participants for 2024.

Original filing (PDF)20250820090819NAL0005336016001

Safe Berks

Name: Safe Berks — 403(b) Thrift Plan for Employees of, Form 5500 (2024)
Creator: Safe Berks
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Safe Berks

401(k) retirement plan · Safe Berks' 403(b) Thrift Plan for Employees of Safe Berks held $1.2M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Mindy Peiffer signed Safe Berks' 2024 Form 5500 as plan administrator.

Mindy Peiffer — 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 Berks' EIN is 23-2087191.

EIN 23-2087191

Plan number 001

Plan year 2024

ACK ID 20250820090819NAL0005336016001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Safe Berks' plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score