How big is Southhaven Associates, LLC's plan?

Southhaven Associates, LLC's plan reported $2.5M in assets and 10 participants for 2025.

Original filing (PDF)20260427105115NAL0018628066001

Southhaven Associates, LLC

Name: Southhaven Associates, LLC — Southhaven Associates, Form 5500 (2025)
Creator: Southhaven Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southhaven Associates, LLC 401(k) Plan

401(k) retirement plan · Southhaven Associates, LLC's Southhaven Associates, LLC 401(k) Plan held $2.5M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Chris Gatto signed Southhaven Associates, LLC's 2025 Form 5500 as plan administrator.

Chris Gatto — 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

Southhaven Associates, LLC's EIN is 06-0998240.

EIN 06-0998240

Plan number 001

Plan year 2025

ACK ID 20260427105115NAL0018628066001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southhaven Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southhaven Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off