How big is Haverty & Feeney's plan?

Haverty & Feeney's plan reported $355K in assets and 2 participants for 2023.

Original filing (PDF)20240715153721NAL0001535345001

Haverty & Feeney

Name: Haverty & Feeney — Haverty & Feeney 401(k) Plan DTD, Form 5500 (2023)
Creator: Haverty & Feeney
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haverty & Feeney 401(k) Plan DTD 01/01/2014

401(k) retirement plan · Haverty & Feeney's Haverty & Feeney 401(k) Plan DTD 01/01/2014 held $355K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

People on this filing

John W Haverty signed Haverty & Feeney's 2023 Form 5500 as plan administrator.

John W Haverty — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Haverty & Feeney's EIN is 04-3278677.

EIN 04-3278677

Plan number 001

Plan year 2023

ACK ID 20240715153721NAL0001535345001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Haverty & Feeney from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Haverty & Feeney's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAVERTY & FEENEY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

HAVERTY & FEENEY

EIN

all filings

Address

57 OBREY STREET · PLYMOUTH, MA · 02360

Phone

(508) 746-6100

Industry

Law Offices· Professional & Technical Services

Plan administrator