PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SAFE CONSOLIDATED LLC
Sponsor portfolio

SAFE CONSOLIDATED LLC

EIN 81-1440831-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
38
475 PINE AVE. - GOLETA, CA 93117805-964-0676
Plans on this EIN
2 filings
#001401k-$10.6M - 29 part#002CashBalance-$1.2M - 9 part

Retirement portfolio analytics

2 plans aggregated / $11.8M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • SAFE COMPANIES 401(K) (#001)90%
  • CASH BALANCE PENSION (#002)10%
Total $11.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE COMPANIES 401(K) (#001)29
  • CASH BALANCE PENSION (#002)9
Total 38Click row to drill in

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 COMPANIES 401(K) PLAN

401k

Assets$10.6M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAFE COMPANIES CASH BALANCE PENSION PLAN

CashBalance

Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAFE COMPANIES 401(K) PLAN401k$10.6M292025
002SAFE COMPANIES CASH BALANCE PENSION PLANCashBalance$1.2M92024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica