Employers › Safehold
Recordkeeping fees per participant · Safehold Savings and Retirement Plan Trust · plan year 2024
$173.45
Higher than 93% of the 5,847 plans $50 to 250M that report it.
= $30,874 / 178
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925113740NAL0008476177004, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925113740NAL0008476177004, received 2025-09-25
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-25.
Administrative expenses excluding investment management, per participant
$173.45
Higher than 80% of the 8,758 plans $50 to 250M that report it.
= $30,874 / 178
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925113740NAL0008476177004, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925113740NAL0008476177004, received 2025-09-25
Administrative expenses per participant
$236.65
Higher than 78% of the 9,042 plans $50 to 250M that report it.
= $42,124 / 178
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925113740NAL0008476177004, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925113740NAL0008476177004, received 2025-09-25
Administrative expenses as a share of assets
0.067%
Higher than 26% of the 9,049 plans $50 to 250M that report it.
= $42,124 / $63,039,481
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925113740NAL0008476177004, received 2025-09-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925113740NAL0008476177004, received 2025-09-25
Employer contributions per participant
$3,890
Higher than 67% of the 9,105 plans $50 to 250M that report it.
= $692,389 / 178
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925113740NAL0008476177004, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925113740NAL0008476177004, received 2025-09-25
Employer share of total contributions
30.6%
Higher than 54% of the 9,112 plans $50 to 250M that report it.
= $692,389 / $2,265,441
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925113740NAL0008476177004, received 2025-09-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925113740NAL0008476177004, received 2025-09-25
Plan terms are described in Safehold Inc.'s SEC filings: Form 10-K filed 2026-02-12. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250925113740NAL0008476177004, received 2025-09-25
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SAFEHOLD INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Plan name | SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Sponsor EIN / plan number | 95-6881527 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Sponsor location | NEW YORK, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Industry (business code) | 525990, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Filing received | 2025-09-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Participants, beginning of year | 208 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Active participants | 81 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Participants, end of year | 178 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Participants with an account balance | 178 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Total assets, beginning of year | $56,444,368 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Total assets, end of year | $63,039,481 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Net assets, end of year | $63,039,481 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Total income | $11,374,186 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Net income | $6,595,113 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Employer contributions | $692,389 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Participant contributions | $1,561,473 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Other contributions (incl. rollovers) | $11,579 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Total contributions | $2,265,441 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Benefit payments | $4,736,949 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Total expenses (incl. benefit payments) | $4,779,073 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Total administrative expenses | $42,124 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Recordkeeping fees | $30,874 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Investment advisory and management fees | $11,250 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Administrative expenses excluding investment management | $30,874 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Held in common/collective trusts | $3,589,528 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Held in mutual funds | $59,149,131 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250925113740NAL0008476177004, received 2025-09-25 |
| Independent auditor | GELTRUDE & COMPANY, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250925113740NAL0008476177004, received 2025-09-25 |
Position = column in the DOL layout for form year 2024. Filing 20250925113740NAL0008476177004, received 2025-09-25.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC | CONSULTANT | 16 Consulting (general); 50 Direct payment from the plan | $11,250 | no |
| TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeper | RECORDKEEPER | 12 Claims processing; 15 Recordkeeping and information management; 28 Investment management; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 54 Sales loads (front end and deferred); 59 Shareholder servicing fees; 61 Finders fees / placement fees; 62 Float revenue; 63 Distribution (12b-1) fees; 64 Recordkeeping fees; 65 Account maintenance fees | $1,656 | yes |
| NATIONAL FINANCIAL SERVICES | SECURITIES BROKER | 33 Securities brokerage; 71 Securities brokerage commissions and fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250925113740NAL0008476177004, received 2025-09-25.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $56,444,368 | $63,039,481 | 11.7% |
| Participants with a balance | 201 | 178 | -11.4% |
| Administrative expenses | $34,727 | $42,124 | 21.3% |
| Recordkeeping fees per participant | $11.08 | $173.45 | 1465.5% |
| Employer contributions | $815,591 | $692,389 | -15.1% |
Prior filing 20240923144154NAL0006703075001, received 2024-09-23; the plan years are contiguous.
Sponsor name as filed: SAFEHOLD INC.; SEC registrant: Safehold Inc. (CIK 1095651, matched by EIN; display name from the Form 10-K cover).