SAFEGUARD ESTATE AND FINANCIAL, LLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
15
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFEGUARD ESTATE AND FINANCIAL, LLC.
Plan sponsor
Name
SAFEGUARD ESTATE AND FINANCIAL, LLC
EIN
83-2234883
Address
1405 N. HAYDEN ROAD, SUITE 101 · SCOTTSDALE, AZ · 85257
Phone
(480) 842-5000
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
