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Original filing (PDF)20250930051306NAL0012843104001
SAFE FLEET ACQUISITION CORP.
Form 5500
FILING_RECEIVED
SAFE FLEET ACQUISITION CORP 401(K) PLAN
401(k) retirement plan
Active participants
1,335
Accounts w/ balance
1,562
Plan assets (EOY)
$67.4M
Net assets (EOY)
$67.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 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 SAFE FLEET ACQUISITION CORP..
Plan sponsor
Name
SAFE FLEET ACQUISITION CORP.
EIN
80-0948131
Address
6800 E 163RD STREET · BELTON, MO · 64012
Phone
(816) 318-8000
Industry
Manufacturingsee 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
2025-09-30
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MARKSNELSON
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 | $76K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $46K | — |
Investments
22 direct securities · 2 pooled funds· $66.3M(98% 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
$63.8M
22 holdings
Common Collective Trust
$2.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $13.8M | 20.4% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $6.5M | 9.7% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $6.0M | 8.9% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $5.4M | 8.0% | |
| PIM GOVT MONEY MKT FUND - A | Registered Investment Companies | — | — | $3.5M | 5.2% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $3.3M | 4.9% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $3.2M | 4.7% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $3.0M | 4.5% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $3.0M | 4.5% | |
| FIDELITY BALANCED FUND | Registered Investment Companies | — | — | $2.0M | 3.0% | |
| MORGAN STANLEY GROWTH A | Registered Investment Companies | — | — | $1.9M | 2.8% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $1.7M | 2.6% | |
| TOUCHSTONE MID CAP - A | Registered Investment Companies | — | — | $1.6M | 2.4% | |
| STATE ST INTL IDX SEC LEND VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 334 | Common Collective Trust | — | — | $1.5M | 2.3% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $1.5M | 2.2% | |
| TRO US EQUITY RESEARCH ADV | Registered Investment Companies | — | — | $1.4M | 2.1% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $1.4M | 2.0% | |
| STATE ST US BD IDX SL VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 361 | Common Collective Trust | — | — | $989K | 1.5% | |
| MFS NEW DISCOVERY VALUE R2 | Registered Investment Companies | — | — | $910K | 1.3% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $868K | 1.3% | |
| BNY MELLON SMALL MID CAP GR I | Registered Investment Companies | — | — | $724K | 1.1% | |
| FEDERATED MDT ALL CAP CORE A | Registered Investment Companies | — | — | $715K | 1.1% | |
| FRANKLIN SMALL CAP VALUE - ADV | Registered Investment Companies | — | — | $660K | 1.0% | |
| JPMORGAN SMARTRET INC -A | Registered Investment Companies | — | — | $658K | 1.0% |