Original filing (PDF)20250630141337NAL0006336163001

SAFANAD, INC.

Name: SAFANAD, INC. — SAFANAD 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SAFANAD, INC.

Form 5500-SF

FILING_RECEIVED

SAFANAD 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFANAD, INC..

Plan sponsor

Name

SAFANAD, INC.

EIN

27-0905648

Address

505 FIFTH AVENUE · 24TH FLOOR · NEW YORK, NY · 10017

Phone

(646) 413-8599

Industry

Finance & Insurancesee all

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SIBLEY HILL ADVISERS, INC.

SIBLEY HILL ADVISERS, INC. 401(K) PLAN

$3.2M · 8 participants

BERYL CAPITAL MANAGEMENT, LLC

BERYL CASH BALANCE PLAN

$3.2M · 4 participants

JAZZ VENTURE PARTNERS, LLC

JAZZ VENTURE PARTNERS, LLC CASH BALANCE PLAN

$3.2M · 8 participants

B1 CAPITAL PARTNERS LLC

B1 CAPITAL PARTNERS LLC 401(K) SAVINGS PLAN

$3.2M · 10 participants

GREEN FINANCIAL RESOURCES, LLC

GREEN FINANCIAL RESOURCES, LLC 401(K) PLAN