Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
SAFE HARBOR LLP
EIN 27-1803215accountingLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
19
5812 GEARY BOULEVARD - SAN FRANCISCO, CA 94121415-742-4249safeharborcpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 19 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 HARBOR LLP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SAFE HARBOR LLP CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAFE HARBOR LLP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.7M | 11 | 2024 | |
| 002 | SAFE HARBOR LLP CASH BALANCE PLAN | CashBalance | $1.4M | 8 | 2024 |
Retirement plans