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Original filing (PDF)20250925113740NAL0008476177004
SAFEHOLD INC.
Form 5500
FILING_RECEIVED
SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST
401(k) retirement plan
Active participants
81
Accounts w/ balance
178
Plan assets (EOY)
$63.0M
Net assets (EOY)
$63.0M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFEHOLD INC..
Plan sponsor
Name
SAFEHOLD INC.
EIN
95-6881527
Address
1114 AVENUE OF THE AMERICAS · 39TH FLOOR · NEW YORK, NY · 10036
Phone
(212) 930-9496
Industry
Finance & Insurancesee 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
2025-09-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELTRUDE & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC | 36-4291971 | — | CONSULTANT | $11K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
38 direct securities · 1 pooled fund· $63.0M(100% of reported assets)
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.
Uncategorized
$59.4M
38 holdings
Common Collective Trust
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $11.1M | 17.6% | |
| Fidelity Contrafund K6 | — | — | — | $5.1M | 8.1% | |
| Blackrock Science & Tech Opp Svc | — | — | — | $4.0M | 6.3% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.6M | 5.7% | |
| Fidelity Total Market Index | — | — | — | $3.4M | 5.4% | |
| T. Rowe Price T. Rowe Price Retrmnt 2050 Adv | — | — | — | $3.4M | 5.3% | |
| Vanguard Eq Inc Adm | — | — | — | $3.2M | 5.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $2.9M | 4.6% | |
| T. Rowe Price T. Rowe Price Retrmnt 2030 Adv | — | — | — | $2.8M | 4.4% | |
| T. Rowe Price T. Rowe Price Retrmnt 2055 Adv | — | — | — | $2.4M | 3.9% | |
| T. Rowe Price T. Rowe Price Retrmnt 2040 Adv | — | — | — | $2.1M | 3.3% | |
| Vanguard Intl Gr Adm | — | — | — | $1.8M | 2.8% | |
| T. Rowe Price T. Rowe Price Retrmnt 2045 Adv | — | — | — | $1.7M | 2.7% | |
| Fidelity Mid Cap Index | — | — | — | $1.7M | 2.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2035 Adv | — | — | — | $1.6M | 2.5% | |
| Baron Small Cap Retail | — | — | — | $1.3M | 2.1% | |
| MFS Mid Cap Val R6 | — | — | — | $1.1M | 1.8% | |
| JPMorgan Mid Cap Gr I | — | — | — | $1.1M | 1.7% | |
| Dodge & Cox Dodge & Cox Inc X | — | — | — | $888K | 1.4% | |
| Vanguard Total Bd Mkt Index Adm | — | — | — | $797K | 1.3% | |
| T. Rowe Price T. Rowe Price Retrmnt 2025 Adv | — | — | — | $768K | 1.2% | |
| American Funds American Funds EuroPacific Gr R5 | — | — | — | $760K | 1.2% | |
| Fidelity Intl Index | — | — | — | $648K | 1.0% | |
| T. Rowe Price T. Rowe Price Retrmnt 2060 Adv | — | — | — | $561K | 0.9% | |
| JPMorgan Govt Bd I | — | — | — | $558K | 0.9% | |
| Blackrock High Yield Portfolio Instl | — | — | — | $540K | 0.9% | |
| Blackrock Health Sciences Opp Inv A | — | — | — | $518K | 0.8% | |
| Dimensional DFA Emerging Mkts I | — | — | — | $485K | 0.8% | |
| Dimensional DFA Real Estate Securities I | — | — | — | $401K | 0.6% | |
| PIMCO Real Return Admin | — | — | — | $301K | 0.5% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $275K | 0.4% | |
| American Beacon American Beacon Small Cap Val R5 | — | — | — | $248K | 0.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $217K | 0.3% | |
| Vanguard Materials Index Adm | — | — | — | $202K | 0.3% | |
| T. Rowe Price T. Rowe Price Retrmnt 2020 Adv | — | — | — | $174K | 0.3% | |
| Franklin Templeton Franklin Utilities R | — | — | — | $165K | 0.3% | |
| T. Rowe Price T. Rowe Price Retment 2065 Advisor | — | — | — | $89K | 0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $51K | <0.1% | |
| T. Rowe Price T. Rowe Price Retment Balanced Adv | — | — | — | $46K | <0.1% |
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