Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAFE HAVEN OF GREATER WTBY, INC.
EIN 06-0996479non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
60
29 CENTRAL AVENUE P.O. BOX 1503 - WATERBURY, CT 067211503203-575-0388safehavengw.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 60 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY
OtherDC
Assets$891K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAFE HAVEN OF GREATER WATERBURY, INC. EMPLOYEE PROFIT SHARING
ProfitSharing
Assets$567K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY | OtherDC | $891K | 28 | 2024 | |
| 002 | SAFE HAVEN OF GREATER WATERBURY, INC. EMPLOYEE PROFIT SHARING | ProfitSharing | $567K | 32 | 2024 |
Retirement plans