Plan Snapshot
- Plan Sponsor: Safe Haven Holdings INC.
- Sponsor EIN: 854104907
- Sponsor Address: 520 E 19TH AVE, NORTH KANSAS CITY, MO, 641163614
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,570
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,570 | $26.2M | $0 | $0 |
| 2024 | 1,520 | $20.5M | $0 | $5.8M |
| 2023 | 1,469 | $16.3M | $14,208 | $5.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $84,709 | — | $84,709 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,709
- Estimated Expense Ratio: 0.323% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $4,630,230 | — | $84,710 | — | — |
| 2024 | $73,219 | — | $73,219 | — | — |
| 2023 | $60,661 | — | $60,661 | — | — |