Plan Snapshot
- Plan Sponsor: Haven Savings Bank
- Sponsor EIN: 220981507
- Sponsor Address: 621 WASHINGTON STREET, HOBOKEN, NJ, 07030
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 101 | $25.1M | $503,510 | $728,268 |
| 2023 | 102 | $22.8M | $500,372 | $730,185 |
| 2022 | 106 | $22.3M | $491,146 | $700,862 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,211 | — | $4,211 | — | — |
| 2023 | $4,879 | — | $4,879 | — | — |
| 2022 | $3,628 | — | $3,628 | — | — |