Calhaven, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Calhaven, LLC
  • Sponsor EIN: 208923761
  • Sponsor Address: 3540 TORO CANYON PARK ROAD, SANTA BARBARA, CA, 93108
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $976,055

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$976,055$12,716$0
202316$849,295$65,979$0
202213$704,226$69,312$0

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