Back to filter
Original filing (PDF)20250630152218NAL0029010562001
HAVENWOOD ACADEMY
Form 5500-SF
FILING_RECEIVED
HAVENWOOD ACADEMY 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
146
Accounts w/ balance
21
Plan assets (EOY)
$112K
Net assets (EOY)
$112K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAVENWOOD ACADEMY.
Plan sponsor
Name
HAVENWOOD ACADEMY
EIN
20-1794425
Address
246 E FIDDLERS CANYON RD · CEDAR CITY, UT · 84721
Phone
(435) 592-5929
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
401GO, INC.
EIN
88-3928199
City
WEST JORDAN, UT
Phone
(801) 214-2125
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
THE DETOX CENTER II, LLC
THE DETOX CENTER II, LLC 401(K) PLAN
$111K · 51 participants
VICTORIA LANDING LLC
VICTORIA LANDING LLC 401(K) PLAN
$112K · 64 participants
DAWSON PLACE, INC.
DAWSON PLACE, INC 401(K) PLAN
$111K · 30 participants
WILLIAMS COMMUNITY LIVING
WILLIAMS COMMUNITY LIVING
$112K · 11 participants
MID-ATLANTIC HEALTH CARE, LLC
MAHC 401(K) PLAN
$113K · 6 participants
PINE VIEW REHABILITATION AND SENIOR LIVING
PINE VIEW REHAB & SENIOR LIVING 401(K) PLAN
$113K · 38 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants