Plan Ledger DOL Form 5500 · updated monthly

Safe Haven Holdings Inc.401(k)

SAFE HAVEN SECURITY 401(K) PLAN · NORTH KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.40%

Safe Haven Holdings Inc. reported $73,219 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.46% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 591st-largest of 1,393 plans among Missouri employers on file, and the 605th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$20,452,426
Participants with balances1,532
Active participants1,520
Employer contributions—
Employee contributions$5,761,484
Employer contribution per active participant—
Average account balance$13,350
Benefits paid to participants$4,126,965
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$20.5M · 1,532 accts
2023$16.3M · 1,593 accts · $14K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,219
Total administrative$73,219
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$73,219

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$73,219 · 0.40%
2023$60,661 · 0.46%
Similar plansAdministrative & Support Services · Missouri
Coring & Cutting Group. MO$24.4M · 0.43%
Jay Henges Enterprises Inc. MO$23.4M · 0.36%
Simploy, Inc. MO$11.8M · 0.89%
Credit Control, LLC MO$11.3M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854104907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.