# Safe Horizon, INC. 403(b) Plan
Source: https://planprovider.pro/companies/safe-horizon-inc-403b-plan

> Safe Horizon, INC.'s 403(b) plan: 943 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|—|—|—|—|

## Similar Plans

- [Safe Horizon, INC.](https://planprovider.pro/companies/safe-horizon-inc-401k-plan) — 708 participants

- [Bronxworks, INC.](https://planprovider.pro/companies/bronxworks-inc-403b-plan) — 1,193 participants

- [Wayne County Action Program, INC.](https://planprovider.pro/companies/wayne-county-action-program-inc-401k-plan) — 585 participants

- [Neighborhood Association For Inter-Cultural Affairs, INC.](https://planprovider.pro/companies/neighborhood-association-for-inter-cultural-affairs-inc-plan-001) — 552 participants

- [Pathstone Corporation](https://planprovider.pro/companies/pathstone-corporation-plan-001) — 510 participants

- [Covenant House](https://planprovider.pro/companies/covenant-house-401k-plan) — 1,380 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/safe-horizon-inc-403b-plan)

© 2026 PlanProvider.Pro