Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAFEGUARD FINANCIAL SERVICES, INC.
EIN 68-0500945Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
26
4160 TEMESCAL CANYON ROAD, SUITE 307 - CORONA, CA 92883951-667-4969
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 26 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
SAFEGUARD FINANCIAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAFEGUARD FINANCIAL SERVICES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$222K
Participants13
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 | SAFEGUARD FINANCIAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 13 | 2024 | |
| 002 | SAFEGUARD FINANCIAL SERVICES, INC. PROFIT SHARING PLAN | ProfitSharing | $222K | 13 | 2024 |
Retirement plans