Original filing (PDF)20251014095921NAL0005379730001

HAVENS AND HAVENS DDS, PLLC

Name: HAVENS AND HAVENS DDS, PLLC — HAVENS AND HAVENS DDS, PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HAVENS AND HAVENS DDS, PLLC

Form 5500-SF

FILING_RECEIVED

HAVENS AND HAVENS DDS, PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

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).

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.

Plan sponsor

Name

HAVENS AND HAVENS DDS, PLLC

EIN

20-5999893all filings

Address

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

Phone

(716) 285-6268

Industry