What public Form 5500 filings show about the 1858 Haven Private Wealth, LLC 401(k) plan — and how to find and check your own account.
1858 Haven Private Wealth, LLC (EIN 93-2691395) reports 1858 HAVEN PRIVATE WEALTH 401(K) PLAN on its most recent Form 5500, with $1.6M in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full 1858 Haven Private Wealth, LLC filing — schedules, fees, and providers.
1858 Haven Private Wealth, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask 1858 Haven Private Wealth, LLCHR for the recordkeeper’s name and login.
