Plan Snapshot
- Plan Sponsor: Safe Horizon, INC.
- Sponsor EIN: 132946970
- Sponsor Address: 2 LAFAYETTE STREET, NEW YORK, NY, 10007
- Plan Type: 403(b)
- Total Participants: 943
- Total Assets: $31.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 943 | $31.3M | $0 | $1.6M |
| 2023 | 927 | $27.1M | $0 | $1.6M |
| 2022 | 859 | $22.5M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| TIAA | Custodian / Trustee | $90,231 | — | $90,231 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,231
- Estimated Expense Ratio: 0.288% 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 |
|---|---|---|---|---|---|
| 2024 | $90,231 | — | — | — | — |
| 2023 | $73,237 | — | — | — | — |
| 2022 | $72,257 | — | — | — | — |