How big is Havens and Havens DDS, PLLC's plan?

Havens and Havens DDS, PLLC's plan reported $513K in assets and 7 participants for 2024.

Original filing (PDF)20251014095921NAL0005379730001

Havens and Havens DDS, PLLC

Name: Havens and Havens DDS, PLLC — Havens and Havens DDS, Form 5500 (2024)
Creator: Havens and Havens DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Havens and Havens DDS, PLLC Profit Sharing Plan

401(k) retirement plan · Havens and Havens DDS, PLLC's Havens and Havens DDS, PLLC Profit Sharing Plan held $513K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

People on this filing

Todd Havens DDS signed Havens and Havens DDS, PLLC's 2024 Form 5500 as plan administrator.

Todd Havens DDS — 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 and Havens DDS, PLLC's EIN is 20-5999893.

EIN 20-5999893

Plan number 001

Plan year 2024

ACK ID 20251014095921NAL0005379730001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Havens and Havens DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Havens and Havens DDS, PLLC'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 AND HAVENS DDS, PLLC.

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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 (92nd percentile).

Plan sponsor

Name

HAVENS AND HAVENS DDS, PLLC

EIN

all filings

Address

151 BUFFALO AVENUE · SUITE 208 · NIAGARA FALLS, NY · 14303

Phone

(716) 285-6268

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator