Stable plan record

SAFE HARBOR INVESTMENTS 401(K) PLAN

Sponsored by SAFE HARBOR WEALTH MGMT., INC. · EIN/PN 223832991-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$29,460
Administrative cost per participant
2025
$20
Active participants
2025
2
Total plan assets
2025
$850,040
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260303063210NAL00049773620012$29,460
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.