Plan Ledger DOL Form 5500 · updated monthly

Safe Horizon, Inc.403(b)

SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.31%

Safe Horizon, Inc. reported $90,231 in plan administrative expenses for 2024: 0.31% 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 3 years on file its reported administrative ratio has held roughly steady near 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,894th-largest of 5,648 plans among New York employers on file, and the 2,675th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$31,294,457
Participants with balances1,460
Active participants943
Employer contributions—
Employee contributions$1,561,380
Employer contribution per active participant—
Average account balance$21,435
Benefits paid to participants$1,043,921
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.3M · 1,460 accts
2023$27.1M · 1,370 accts
2022$22.5M · 1,226 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,231
Total administrative$90,231
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
TIAA · Recordkeeping · Pension consulting$90,231

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

Recordkeeper by year2
2024TIAA
2023TIAA

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Administrative cost history3
2024$90,231 · 0.31%
2023$73,237 · 0.30%
2022$72,257 · 0.30%
All plans at this employer2
SAFE HORIZON 401(A) RETIREMENT SAVINGS PLANProfit-sharing plan
SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · New York

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Source: U.S. Department of Labor, Form 5500 series, EIN 132946970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.