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Original filing (PDF)20250904052909NAL0033038450001
SAFEPOINT MGA, LLC
Form 5500
FILING_RECEIVED
SAFEPOINT MGA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
250
Accounts w/ balance
281
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFEPOINT MGA, LLC.
Plan sponsor
Name
SAFEPOINT MGA, LLC
EIN
46-2941255
Address
12640 TELECOM DRIVE · TEMPLE TERRACE, FL · 33637
Phone
(813) 501-6924
Industry
Insurance Agencies & Brokerages· 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
2025-09-04
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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THOMAS HOWELL FERGUSON P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $22K | — |
Investments
26 direct securities · 1 pooled fund· $7.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$7.4M
26 holdings
Common Collective Trust
$95K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $927K | 12.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $919K | 12.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $617K | 8.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $604K | 8.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $566K | 7.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $517K | 6.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $421K | 5.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $348K | 4.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $337K | 4.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $327K | 4.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $310K | 4.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $295K | 3.9% | |
| PGIM JENNISON GROWTH R6 | Registered Investment Companies | — | — | $193K | 2.5% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $144K | 1.9% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $134K | 1.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $126K | 1.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $117K | 1.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $115K | 1.5% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $95K | 1.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $89K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $75K | 1.0% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $63K | 0.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $38K | 0.5% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $38K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $37K | 0.5% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $22K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $16K | 0.2% |
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