Havens & Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Havens & Company, INC.
  • Sponsor EIN: 260538726
  • Sponsor Address: PO BOX 1505, MANCHESTER, MA, 01944
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $4.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$4.2M$101,207$109,685
20236$3.4M$113,520$137,190
20226$2.6M$107,000$124,475

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