How big is Havenwood Academy's plan?

Havenwood Academy's plan reported $112K in assets and 146 participants for 2024.

Original filing (PDF)20250630152218NAL0029010562001

Havenwood Academy

Name: Havenwood Academy — Havenwood Academy 401(k) Plan, Form 5500 (2024)
Creator: Havenwood Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Havenwood Academy 401(k) Plan

401(k) retirement plan · Havenwood Academy's Havenwood Academy 401(k) Plan held $112K in plan assets for 146 participants in 2024.

Signals · 1

No auditor on file

Active participants

146

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

Plan identifiers

Havenwood Academy's EIN is 20-1794425.

EIN 20-1794425

Plan number 001

Plan year 2024

ACK ID 20250630152218NAL0029010562001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Havenwood Academy's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score