Jennifer Anspach signed Safeguard Properties Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safeguard Properties Management, LLC's EIN is 90-0881590.
Download the official 2024 Form 5500 (PDF) for Safeguard Properties Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safeguard Properties Management, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2040 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.7M | 12.3% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $3.4M | 11.3% | |
| T ROWE PRICE RETIREMENT 2030 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.1M | 10.4% | |
| T ROWE PRICE RETIREMENT 2050 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.9M | 9.8% | |
| VANGUARD 500 INDEX ADMIRAL Mutual Fund N/A | Common Collective Trusts | — | — | $2.4M | 8.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 5.4% | |
| T ROWE PRICE RETIREMENT 2045 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.8% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund N/A | Common Collective Trusts | — | — | $1.3M | 4.4% | |
| T ROWE PRICE RETIREMENT 2035 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| MASSMUTUAL MID CAP GROWTH I Mutual Fund N/A | Other securities | — | — | $1.0M | 3.4% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.0M | 3.4% | |
| T ROWE PRICE RETIREMENT 2055 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $962K | 3.2% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund N/A | Mutual Funds | — | — | $881K | 2.9% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Fund N/A | Mutual Funds | — | — | $800K | 2.7% | |
| T ROWE PRICE RETIREMENT 2020 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $791K | 2.6% | |
| DODGE & COX INCOME X Mutual Fund N/A | Mutual Funds | — | — | $629K | 2.1% | |
| T ROWE PRICE RETIREMENT 2060 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $560K | 1.9% | |
| LOOMIS SAYLES SMALL CAP GROWTH N Mutual Fund N/A | Other securities | — | — | $496K | 1.6% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $436K | 1.4% | |
| Participant loans (Interest at 4.25% to 9.50%) N/A | Bonds / Notes | — | — | $404K | 1.3% | |
| T ROWE PRICE RETIREMENT 2025 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $327K | 1.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund N/A | Mutual Funds | — | — | $280K | 0.9% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $267K | 0.9% | |
| MACQUARIE SMALL CAP VALUE R6 Mutual Fund N/A | Other securities | — | — | $105K | 0.3% | |
| T ROWE PRICE RETIREMENT 2065 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $72K | 0.2% | |
| T ROWE PRICE RETIREMENT 2010 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
