Kevin Horner signed Safe Fleet Acquisition Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safe Fleet Acquisition Corp.'s EIN is 80-0948131.
Download the official 2024 Form 5500 (PDF) for Safe Fleet Acquisition Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safe Fleet Acquisition Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $76K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $46K |
| — |
