Mary Pelfrey signed Safeware, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safeware, Inc.'s EIN is 52-1152883.
Download the official 2024 Form 5500 (PDF) for Safeware, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safeware, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $21K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $1.6M | 12.9% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.4M | 11.3% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $991K | 7.9% | |
| BROKERAGELINK Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $931K | 7.4% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $882K | 7.0% | |
| FID TOTAL MKT IDX Mutual Fund | Common Collective Trusts | — | — | $750K | 6.0% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $709K | 5.7% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $531K | 4.2% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $446K | 3.6% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $428K | 3.4% | |
| TRP LARGE-CAP GRTH I Mutual Fund | Other securities | — | — | $410K | 3.3% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $393K | 3.1% | |
| JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $387K | 3.1% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $345K | 2.8% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $303K | 2.4% | |
| JPM CORE PLUS BND R6 Mutual Fund | Other securities | — | — | $289K | 2.3% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $279K | 2.2% | |
| INVS DISC MDCP GR R6 Mutual Fund | Other securities | — | — | $269K | 2.1% | |
| FID BALANCED Mutual Fund | Mutual Funds | — | — | $145K | 1.2% | |
| Participant Loans Various maturity dates with interest rates of 4.25%-9.50% | Bonds / Notes | — | — | $141K | 1.1% | |
| INVS DISCOVERY R6 Mutual Fund | Other securities | — | — | $118K | 0.9% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $102K | 0.8% | |
| FID GOVT MMKT Mutual Fund 92 * FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $101K | 0.8% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $100K | 0.8% | |
| DFA US TARGET VAL I Mutual Fund | Mutual Funds | — | — | $89K | 0.7% | |
| TRP SPECTRUM INCOME Mutual Fund | Other securities | — | — | $83K | 0.7% | |
| BLKRK EMERGING MKT K Mutual Fund | Other securities | — | — | $51K | 0.4% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $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 | Other securities | — | — | $39K | 0.3% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $36K | 0.3% | |
| C&S REAL ESTATE Z Mutual Fund | Other securities | — | — | $30K | 0.2% | |
| MFS RESEARCH INTL R6 Mutual Fund | Mutual Funds | — | — | $21K | 0.2% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAZIER & DEETER | 58-1433845 | — | ACCOUNTANT/AUDITOR | $18K | — |
