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Original filing (PDF)20250722101840NAL0002600321001
SAFEWARE, INC.
Form 5500
FILING_RECEIVED
SAFEWARE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
190
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFEWARE, INC..
Plan sponsor
Name
SAFEWARE, INC.
EIN
52-1152883
Address
4403 FORBES BLVD. · LANHAM, MD · 20706
Phone
(301) 683-1234
Industry
Wholesale Tradesee 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
2025-07-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FRASIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAZIER & DEETER | 58-1433845 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
34 direct securities · 1 pooled fund· $12.5M(100% 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.
Uncategorized
$12.5M
34 holdings
Common Collective Trust
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Mutual Fund | — | — | — | $1.6M | 12.9% | |
| FID 500 INDEX Mutual Fund | — | — | — | $1.4M | 11.3% | |
| FID FDM IDX 2035 IPR Mutual Fund | — | — | — | $991K | 7.9% | |
| BROKERAGELINK Self-directed Brokerage Account | — | — | — | $931K | 7.4% | |
| FID FDM IDX 2050 IPR Mutual Fund | — | — | — | $882K | 7.0% | |
| FID TOTAL MKT IDX Mutual Fund | — | — | — | $750K | 6.0% | |
| FID FDM IDX 2025 IPR Mutual Fund | — | — | — | $709K | 5.7% | |
| FID FDM IDX 2055 IPR Mutual Fund | — | — | — | $531K | 4.2% | |
| FID FDM IDX 2040 IPR Mutual Fund | — | — | — | $446K | 3.6% | |
| FID FDM IDX 2030 IPR Mutual Fund | — | — | — | $428K | 3.4% | |
| TRP LARGE-CAP GRTH I Mutual Fund | — | — | — | $410K | 3.3% | |
| FID FDM IDX 2015 IPR Mutual Fund | — | — | — | $393K | 3.1% | |
| JPM EQUITY INCOME R6 Mutual Fund | — | — | — | $387K | 3.1% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $345K | 2.8% | |
| FID FDM IDX 2060 IPR Mutual Fund | — | — | — | $303K | 2.4% | |
| JPM CORE PLUS BND R6 Mutual Fund | — | — | — | $289K | 2.3% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $279K | 2.2% | |
| INVS DISC MDCP GR R6 Mutual Fund | — | — | — | $269K | 2.1% | |
| FID BALANCED Mutual Fund | — | — | — | $145K | 1.2% | |
| Participant Loans Various maturity dates with interest rates of 4.25%-9.50% | — | — | — | $141K | 1.1% | |
| INVS DISCOVERY R6 Mutual Fund | — | — | — | $118K | 0.9% | |
| FID GLB EX US IDX Mutual Fund | — | — | — | $102K | 0.8% | |
| FID GOVT MMKT Mutual Fund 92 * FID US BOND IDX Mutual Fund | — | — | — | $101K | 0.8% | |
| FID FDM IDX 2010 IPR Mutual Fund | — | — | — | $100K | 0.8% | |
| DFA US TARGET VAL I Mutual Fund | — | — | — | $89K | 0.7% | |
| TRP SPECTRUM INCOME Mutual Fund | — | — | — | $83K | 0.7% | |
| BLKRK EMERGING MKT K Mutual Fund | — | — | — | $51K | 0.4% | |
| FID FDM IDX 2065 IPR Mutual Fund | — | — | — | $51K | 0.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $45K | 0.4% | |
| JHANCOCK INTL GR R6 Mutual Fund | — | — | — | $39K | 0.3% | |
| FID FDM IDX 2020 IPR Mutual Fund | — | — | — | $36K | 0.3% | |
| C&S REAL ESTATE Z Mutual Fund | — | — | — | $30K | 0.2% | |
| MFS RESEARCH INTL R6 Mutual Fund | — | — | — | $21K | 0.2% | |
| FID FDM IDX INC IPR Mutual Fund | — | — | — | $7K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund | — | — | — | $5K | <0.1% |
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