Plan Snapshot
- Plan Sponsor: Havis, INC.
- Sponsor EIN: 231664329
- Sponsor Address: 75 JACKSONVILLE RD, WARMINSTER, PA, 18974
- Plan Type: 401(k)
- Total Participants: 425
- Total Assets: $38.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 425 | $38.1M | $912,626 | $2.3M |
| 2023 | 407 | $31.3M | $895,751 | $2.1M |
| 2022 | 313 | $25.2M | $455,724 | $1.3M |
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 |
|---|---|---|---|---|
| EISNER AMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNER AMPER 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 | $106,710 | $44,732 | $22,747 | — | — |
| 2023 | $111,836 | — | $111,836 | — | — |
| 2022 | $89,682 | $31,996 | $51,674 | — | $6,012 |