Back to filter
Original filing (PDF)20250930152341NAL0012466241001
SAFERIDE, INC.
Form 5500
FILING_RECEIVED
SAFERIDE HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
304
Accounts w/ balance
265
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFERIDE, INC..
Plan sponsor
Name
SAFERIDE, INC.
EIN
81-3037449
Address
106 JEFFERSON · 3RD FLOOR · SAN ANTONIO, TX · 78205
Phone
(855) 955-7433
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSSON + JOHNSTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
34 direct securities· $4.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TCW Transform 500 ETF Exchange-traded fund ** 99 Vanguard Total Stock Market ETF Exchange-traded fund | — | — | — | $991K | 21.1% | |
| Vanguard FTSE Developed Markets Exchange-traded fund | — | — | — | $968K | 20.6% | |
| SPDR Portfolio S&P 500 ETF Exchange-traded fund | — | — | — | $831K | 17.7% | |
| iShares Core Total US Bond Market ETF Exchange-traded fund | — | — | — | $407K | 8.7% | |
| Vanguard FTSE Emerging Markets Exchange-traded fund | — | — | — | $349K | 7.4% | |
| SPDR Portfolio S&P 400 Mid Cap Exchange-traded fund | — | — | — | $220K | 4.7% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange-traded fund | — | — | — | $169K | 3.6% | |
| iShares Trust iShares USD Green Bond ETF Exchange-traded fund ** 162 Vanguard Total International Bond ETF Exchange-traded fund | — | — | — | $95K | 2.0% | |
| iShares Emerging Markets USD Bond ETF Exchange-traded fund | — | — | — | $80K | 1.7% | |
| Participant Loans to participants, bearing interest ranging from 6.0% to 9.5% | — | — | — | $79K | 1.7% | |
| Vanguard Value ETF Exchange-traded fund | — | — | — | $69K | 1.5% | |
| Vanguard Mid-Cap Value ETF Exchange-traded fund | — | — | — | $59K | 1.3% | |
| Vanguard Small-Cap Value ETF Exchange-traded fund | — | — | — | $58K | 1.2% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Exchange-traded fund | — | — | — | $57K | 1.2% | |
| Vanguard Dividend Appreciation ETF Exchange-traded fund | — | — | — | $39K | 0.8% | |
| iShares National AMT-Free Muni Bond ETF Exchange-traded fund | — | — | — | $38K | 0.8% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF Exchange-traded fund ** 332 iShares 0-5 Year TIPS Bond ETF Exchange-traded fund | — | — | — | $36K | 0.8% | |
| iShares ESG Aware MSCI USA Small-Cap ETF Exchange-traded fund ** 85 Goldman Sachs Treasury Access 01 Year ETF Exchange-traded fund | — | — | — | $27K | 0.6% | |
| SPDR S&P Kensho New Economies Composite ETF Exchange-traded fund | — | — | — | $19K | 0.4% | |
| GraniteShares Bloomberg Commodity Broad Strategy ETF Exchange-traded fund | — | — | — | $19K | 0.4% | |
| iShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF Exchange-traded fund ** 178 JPMorgan Ultra-Short Income Exchange-traded fund | — | — | — | $13K | 0.3% | |
| Goldman Sachs ActiveBeta International Equity Exchange-traded fund | — | — | — | $13K | 0.3% | |
| Schwab U.S. Broad Market ETF Exchange-traded fund ** 316 Schwab U.S. REIT ETF Exchange-traded fund | — | — | — | $11K | 0.2% | |
| Xtrackers USD High Yield Corporate Bond Exchange-traded fund | — | — | — | $11K | 0.2% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Exchange-traded fund | — | — | — | $8K | 0.2% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity Exchange-traded fund | — | — | — | $6K | 0.1% | |
| Invesco Emerging Markets Sovereign Debt ETF Exchange-traded fund ** 18 Invesco QQQ Trust Exchange-traded fund | — | — | — | $4K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Exchange-traded fund | — | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF Exchange-traded fund | — | — | — | $3K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF Exchange-traded fund | — | — | — | $2K | <0.1% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF Exchange-traded fund | — | — | — | $2K | <0.1% | |
| Vanguard U.S. Large-cap Growth Equity ETF Exchange-traded fund | — | — | — | $2K | <0.1% | |
| Vanguard LongTerm Government Bond Exchange-traded fund | — | — | — | $2K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Exchange-traded fund | — | — | — | $1K | <0.1% |
Related plans
Similar-size Custom Computer Programming plans
MYERS INFORMATION SYSTEMS INC.
MYERS INFORMATION SYSTEMS INC. 401(K) PROFIT SHARING PLAN & TRUST
$4.7M · 36 participants
OM GROUP, INC.
OM GROUP 401(K) PLAN
$4.7M · 56 participants
ENCORA DIGITAL, LLC
ENCORA DIGITAL, LLC. 401(K) PLAN
$4.7M · 131 participants
BILTMORE SOLUTIONS, INC.
BILTMORE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
$4.7M · 4 participants
SYLLABLE CORPORATION
SYLLABLE CORPORATION 401(K) PLAN
$4.7M · 53 participants
FIX FLYER, LLC
FIX FLYER, LLC 401(K) PROFIT SHARING PLAN
$4.7M · 36 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants