How big is Safe Refuge's plan?

Safe Refuge's plan reported $1.4M in assets and 73 participants for 2024.

Original filing (PDF)20250324073647NAL0025158194001

Safe Refuge

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

Form 5500-SF

FILING_RECEIVED

Safe Refuge 401(k) Plan

401(k) retirement plan · Safe Refuge's Safe Refuge 401(k) Plan held $1.4M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Safe Refuge's EIN is 33-0355130.

EIN 33-0355130

Plan number 001

Plan year 2024

ACK ID 20250324073647NAL0025158194001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Safe Refuge'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 REFUGE.

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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

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

Plan sponsor

Name

SAFE REFUGE

EIN

all filings

Address

4510 EAST PACIFIC COAST HWY, ST 420 · LONG BEACH, CA · 90804

Phone

(562) 987-5722

Industry

Health Care & Social Assistance

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

2025-03-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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