How big is Havens Advisors LLC's plan?

Havens Advisors LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250620110140NAL0003826417001

Havens Advisors LLC

Name: Havens Advisors LLC — Havens Advisors LLC 401(k), Form 5500 (2024)
Creator: Havens Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Havens Advisors LLC 401(k) Profit Sharing Plan Trust

401(k) retirement plan · Havens Advisors LLC's Havens Advisors LLC 401(k) Profit Sharing Plan Trust held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Ellen Kessler signed Havens Advisors LLC's 2024 Form 5500 as plan administrator.

Ellen Kessler — 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

Havens Advisors LLC's EIN is 13-8553543.

EIN 13-8553543

Plan number 001

Plan year 2024

ACK ID 20250620110140NAL0003826417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Havens Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Havens Advisors 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 HAVENS ADVISORS 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

Helping the score