How big is SAFO, LLC's plan?

SAFO, LLC's plan reported $406K in assets and 11 participants for 2024.

Original filing (PDF)20250609121750NAL0014208641001

SAFO, LLC

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

Form 5500-SF

FILING_RECEIVED

SAFO, LLC - 401(k) Plan

401(k) retirement plan · SAFO, LLC's SAFO, LLC - 401(k) Plan held $406K in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

Frank Garcia signed SAFO, LLC's 2024 Form 5500 as plan administrator.

Frank Garcia — 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

SAFO, LLC's EIN is 52-2392205.

EIN 52-2392205

Plan number 001

Plan year 2024

ACK ID 20250609121750NAL0014208641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

SAFO, LLC

EIN

all filings

Address

20900 NE 30TH AVE STE 1015 · AVENTURA, FL · 33180

Phone

(305) 891-0017

Industry

Professional & Technical Services

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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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