How big is Safe Harbor LLP's plan?

Safe Harbor LLP's plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20251009200958NAL0012130352001

Safe Harbor LLP

Name: Safe Harbor LLP — Safe Harbor LLP 401(k) Profit, Form 5500 (2024)
Creator: Safe Harbor LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe Harbor LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Safe Harbor LLP's Safe Harbor LLP 401(k) Profit Sharing Plan & Trust held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

CHUN WONG signed Safe Harbor LLP's 2024 Form 5500 as plan administrator.

CHUN WONG — 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 Harbor LLP's EIN is 27-1803215.

EIN 27-1803215

Plan number 001

Plan year 2024

ACK ID 20251009200958NAL0012130352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Safe Harbor LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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