# The Havi Group Limited Partnership 401(k) Plan
Source: https://planprovider.pro/companies/the-havi-group-limited-partnership-401k-plan

> The Havi Group Limited Partnership's 401(k) plan: 1,163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Havi Group Limited Partnership

- **Sponsor EIN:** 363600106

- **Sponsor Address:** 345 N. MORGAN STREET SUIT 1000, CHICAGO, IL, 60607

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

- **Total Participants:** 1,163

- **Total Assets:** $359.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,163|$359.8M|$11.2M|$14.4M|

| 2023|1,059|$321.2M|$10.4M|$12.9M|

| 2022|969|$263.0M|$9.1M|$10.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$123,621|—|$123,621|

| AON INVESTMENTS USA INC|INVESTMENT ADVISORY|$86,568|—|$86,568|

| FORVIS|ACCOUNTANT|$23,362|—|$23,362|

| USI CONSULTING GROUP|INVESTMENT ADVISORY|$8,000|—|$8,000|

### Verified Provider Profiles

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

- [FORVIS](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $241,551

- **Estimated Expense Ratio:** 0.067% 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|$239,401|$96,317|$119,721|$23,363|—|

| 2023|$236,450|$91,806|$120,414|$24,230|—|

| 2022|$204,676|$47,858|$97,963|—|$58,855|

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