# Havenly, INC. 401(k) Plan
Source: https://planprovider.pro/companies/havenly-inc-401k-plan

> Havenly, INC.'s 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Havenly, INC.

- **Sponsor EIN:** 462543704

- **Sponsor Address:** 3200 CHERRY CREEK SOUTH DRIVE, DENVER, CO, 80209

- **Plan Type:** 401(k)

- **Total Participants:** 222

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|222|$3.0M|$408,253|$690,597|

| 2023|73|$1.9M|$255,460|$436,035|

| 2022|147|$1.3M|$258,194|$501,391|

## 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|

| FRANK, RIMERMAN + CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANK, RIMERMAN + CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-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|$2,708|—|—|—|—|

| 2023|$3,371|$1,227|—|—|—|

| 2022|—|—|—|—|—|

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