Safe Haven Holdings 401(k) match, vesting and fees
What Safe Haven Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmullen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Safe Haven Holdings: employer contribution per participant | $7 | |
| Peer median | $1,013 |
| Safe Haven Holdings: average balance | $17,094 | |
| Peer median | $39,026 |
| Safe Haven Holdings: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $16.3M at the end of plan year 2023 to $26.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,570 | $26.2M | $10K | $7 | 0.36% | Not published | Form 5500 ↗ |
| 2024 | 1,646 | $20.5M | — | — | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 1,617 | $16.3M | $14K | $9 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does Safe Haven Holdings match 401(k) contributions?
The match terms for the Safe Haven Security 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $10K in employer contributions, about $7 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Safe Haven Holdings 401(k) match vested?
The vesting schedule for the Safe Haven Security 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Safe Haven Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Safe Haven Holdings Inc..
I left Safe Haven Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Safe Haven Holdings Inc., (816) 805-7411) or the recordkeeper, Principal Life Insurance Company. The Safe Haven Holdings old 401(k) page lists the contacts from every plan filing. Find an old Safe Haven Holdings 401(k)
Data from the public Form 5500 annual reports Safe Haven Holdings filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Safe Haven Holdings. Not financial advice. Report a correction · Methodology