Plan Snapshot
- Plan Sponsor: Havtech Investments LLC
- Sponsor EIN: 814236511
- Sponsor Address: 9505 BERGER RD., COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Total Participants: 500
- Total Assets: $52.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 500 | $52.8M | $1.5M | $3.5M |
| 2023 | 420 | $35.5M | $1.4M | $3.1M |
| 2022 | 400 | $27.2M | $1.1M | $2.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $72,860 | — | $72,860 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,860
- Estimated Expense Ratio: 0.138% of plan assets
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 | $72,860 | — | — | — | — |
| 2023 | $71,411 | — | — | — | — |
| 2022 | $64,973 | — | — | — | — |