Filings through .
401(k) Safe
Matched across 13 name variants in the filings
401(k) Safe summary
401(k) Safe appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $561M in assets for 10,935 participants. The median client plan holds $22.6M. Most client plans are sponsored in CA, NY and AL. The largest clients by plan assets are Kasowitz LLP, Mphasis Corporation and Ghost Management Group, LLC. Plans reported $227K in direct and indirect compensation paid to 401(k) Safe. The median is $10K per plan.
- Participants
- 10,935
- Median plan assets
- $22.6M
- Median plan participants
- 265
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Kasowitz LLP | NY | $212M | 482 |
| Mphasis Corporation | FL | $117M | 4,159 |
| Ghost Management Group, LLC | CA | $46.0M | 944 |
| Auto Investment, Inc. | AL | $31.8M | 512 |
| Villara Corporation | CA | $31.8M | 1,063 |
| Wolf Trap Foundation for the Performing Arts | VA | $24.7M | 224 |
| PBS Aso, LLC | AL | $23.4M | 1,384 |
| Sachem Dental Group, LLP | NY | $22.6M | 225 |
| Ivci, LLC | NY | $14.4M | 149 |
| KBM Office Equipment, Inc. | CA | $11.8M | 124 |
| Tri-Star Imports, Inc. Dba Mercedes-Benz of St. Louis | MO | $9.7M | 265 |
| The Gatesworth | MO | $6.7M | 1,038 |
| Little Hill Foundation | NJ | $5.1M | 181 |
| Community Link, Inc. | IL | $4.5M | 185 |
| Pacific Premier Bank | CA | $0 | 0 |
- Kasowitz LLP$212MNYParticipants 482
- Mphasis Corporation$117MFLParticipants 4,159
- CAParticipants 944
- Auto Investment, Inc.$31.8MALParticipants 512
- Villara Corporation$31.8MCAParticipants 1,063
- VAParticipants 224
- PBS Aso, LLC$23.4MALParticipants 1,384
- Sachem Dental Group, LLP$22.6MNYParticipants 225
- Ivci, LLC$14.4MNYParticipants 149
- CAParticipants 124
- MOParticipants 265
- The Gatesworth$6.7MMOParticipants 1,038
- NJParticipants 181
- Community Link, Inc.$4.5MILParticipants 185
- CAParticipants 0
Top client states
- CA4 plans
- NY3 plans
- AL2 plans
- MO2 plans
- FL1 plan
Frequently asked questions
- Who uses 401(k) Safe?
- 15 retirement plans list 401(k) Safe as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Kasowitz LLP, Mphasis Corporation, Ghost Management Group, LLC, Auto Investment, Inc. and Villara Corporation. Most client plans are sponsored in CA, NY and AL.
- How many plans does 401(k) Safe serve?
- 401(k) Safe serves 15 retirement plans with $561M in plan assets and 10,935 participants, based on the latest Form 5500 filings through 2024.
- What does 401(k) Safe charge?
- Plans reported $227K in total Schedule C compensation paid to 401(k) Safe. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served15Rank #1101 of mapped providers
Assets under administration$561M0.0%Rank #6172 by share of filed assets
Fees received$227,382Median $10,002/planSum across Schedule C direct + indirect
Net wins YoY-23 won - 5 lostPlan-level switch detection
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