Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAFE HARBOR ASSET MANAGEMENT, INC.
EIN 11-3280093financial servicesLatest filing 2024
Plans
2
Retirement
2
$425K assets
Welfare
0
Participants
6
167 E. MAIN STREET - HUNTINGTON, NY 11743631-421-4341investsafeharbor.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $425K assets / 6 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#002
SAFE HARBOR ASSET MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$338K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAFE HARBOR ASSET MANAGEMENT, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$87K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAFE HARBOR ASSET MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $338K | 3 | 2024 | |
| 001 | SAFE HARBOR ASSET MANAGEMENT, INC. PROFIT SHARING PLAN | ProfitSharing | $87K | 3 | 2024 |
Retirement plans