Original filing (PDF)20250902181441NAL0008928947001

SAFE HARBOR STRATEGIC INSURANCE GROUP LLC

Name: SAFE HARBOR STRATEGIC INSURANCE GROUP LLC — SAFE HARBOR STRATEGIC INSURANCE GROUP EMPLOYEE PROFIT SHARING PLAN 001 01/01/2015, Form 5500 (2024)
Creator: SAFE HARBOR STRATEGIC INSURANCE GROUP LLC

Form 5500-SF

FILING_RECEIVED

SAFE HARBOR STRATEGIC INSURANCE GROUP EMPLOYEE PROFIT SHARING PLAN 001 01/01/2015

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

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

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

SAFE HARBOR STRATEGIC INSURANCE GROUP LLC

DBA

SAFE HARBOR STRATEGIC INSURANCE GROUP LLC

EIN

26-1265171all filings

Address

1108 LAVACA ST · AUSTIN, TX · 787012172

Phone

(512) 773-4200

Industry