Back to filter
Original filing (PDF)20250306160414NAL0010544529001
SAFE & SOUND
Form 5500-SF
FILING_RECEIVED
SAFE & SOUND 401(K) PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
82
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFE & SOUND.
Plan sponsor
Name
SAFE & SOUND
EIN
94-2455072
Address
1757 WALLER STREET · SAN FRANCISCO, CA · 941172727
Phone
(415) 668-0494
Industry
Health Care & Social Assistancesee 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
2025-03-06
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
AIM INDEPENDENT LIVING CENTER
AIM INDEPENDENT LIVING CENTER 403(B) PLAN
$2.7M · 907 participants
CAMP HARBOR VIEW FOUNDATION, INC. C/O CONNORS FAMILY OFFICE
CAMP HARBOR VIEW FOUNDATION 401(K) PLAN
$2.7M · 18 participants
THE JEWISH ASSOCIATION FOR COMMUNITY LIVING, INC.
JCL 401(K) PLAN
$2.7M · 104 participants
CAZENOVIA RECOVERY SYSTEMS, IN
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAZENOVIA RECOVERY SYSTEMS, INC.
$2.7M · 183 participants
ICES, INC.
ICES, INC. / CONNECTICUT TRANSPORTATION SOLUTIONS, LLC 401(K) PLAN
$2.7M · 342 participants
MONTANA PRIMARY CARE ASSOCIATION
MONTANA PRIMARY CARE ASSOCIATION 401K PLAN
$2.7M · 25 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B