Safe Horizon 403(b) match, vesting and fees
What Safe Horizon's 403(b) 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 | TIAA | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Safe Horizon: employer contribution per participant | — | |
| Peer median | $1,358 |
| Safe Horizon: average balance | $21,435 | |
| Peer median | $44,442 |
| Safe Horizon: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.21% |
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 $26.3M at the end of plan year 2021 to $31.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,476 | $31.3M | — | — | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 1,388 | $27.1M | — | — | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 1,226 | $22.5M | — | — | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 1,030 | $26.3M | — | — | 0.33% | Not published | Form 5500 ↗ |
Other Safe Horizon plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Safe Horizon 401(a) Retirement Savings Plan
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 | TIAA | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Safe Horizon match 401(k) contributions?
The match terms for the Safe Horizon 403(b) Retirement Savings Plan have not been published from its filing yet.
When is the Safe Horizon 401(k) match vested?
The vesting schedule for the Safe Horizon 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Safe Horizon 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Safe Horizon, Inc..
I left Safe Horizon. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Safe Horizon, Inc., (212) 577-1280) or the recordkeeper, TIAA. The Safe Horizon old 401(k) page lists the contacts from every plan filing. Find an old Safe Horizon 401(k)
Data from the public Form 5500 annual reports Safe Horizon filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Horizon. Not financial advice. Report a correction · Methodology