Stacy Santiago signed Haven Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Haven Savings Bank's EIN is 22-0981507.
Download the official 2024 Form 5500 (PDF) for Haven Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haven Savings Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFM GROUP, INC. | 22-3173599 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.0M | 59.8% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $5.4M | 21.4% | |
| s * Voya Retirement Insurance and Annuity Company Voya Fixed Account A | Guaranteed Income / GIC | — | — | $4.3M | 17.3% | |
| Voya Retirement Insurance and Annuity Company Vy Trwpr Grw Eqty Pt I | Common Stocks | — | — | $2.0M | 8.0% | |
| Voya Retirement Insurance and Annuity Company Vy Baron Growth Port I | Common Stocks | — | — | $1.4M | 5.5% | |
| Voya Retirement Insurance and Annuity Company American Funds Growth Fnd R3 | Mutual Funds | — | — | $1.3M | 5.3% | |
| Voya Retirement Insurance and Annuity Company American Funds Fdmntl Inv R3 | Mutual Funds | — | — | $1.1M | 4.4% | |
| Voya Retirement Insurance and Annuity Company Voya Us Stock Index Port Ins | Common Stocks | — | — | $1.0M | 4.2% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2025 Port Adv | Common Stocks | — | — | $910K | 3.6% | |
| Voya Retirement Insurance and Annuity Company Vy Trwpr Cap Apprec Port Srv | Common Stocks | — | — | $826K | 3.3% | |
| Voya Retirement Insurance and Annuity Company Voya Large Cap Value Fund R | Common Stocks | — | — | $745K | 3.0% | |
| Voya Retirement Insurance and Annuity Company Mfs Intl Intrinsic Val Fnd R2 | Mutual Funds | — | — | $525K | 2.1% | |
| Voya Retirement Insurance and Annuity Company Vvif- Diversified Value Port | Common Stocks | — | — | $511K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2030 Port Adv | Common Stocks | — | — | $510K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Vy Amcen Sm-Mdcp Vl Port I | Common Stocks | — | — | $498K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Voya Solution Income Pt Adv | Common Stocks | — | — | $488K | 1.9% | |
| Voya Retirement Insurance and Annuity Company Voya Russell Mdcp Index Prt I | Common Stocks | — | — | $441K | 1.8% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2045 Port Adv | Common Stocks | — | — | $438K | 1.7% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2055 Port Adv | Common Stocks | — | — | $390K | 1.6% | |
| Participants 9.50% on all outstanding notes. $0 | Bonds / Notes | — | — | $384K | 1.5% | |
| Voya Retirement Insurance and Annuity Company American Funds Income Fnd R3 | Mutual Funds | — | — | $360K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Vy Jpm Mdcp Value Port I | Common Stocks | — | — | $323K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2035 Port Adv | Common Stocks | — | — | $278K | 1.1% | |
| Voya Retirement Insurance and Annuity Company Voya Gv Mny Mkt F A (Hld Acct) ** 2 * Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Prt I | Common Stocks | — | — | $264K | 1.1% | |
| Voya Retirement Insurance and Annuity Company Mfs International Grw Fnd R2 | Mutual Funds | — | — | $136K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Vy Jpm Smcp Cr Eq Port Srv | Common Stocks | — | — | $91K | 0.4% | |
| Voya Retirement Insurance and Annuity Company American Funds New World R3 | Mutual Funds | — | — | $81K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Global Bond Port I | Common Stocks | — | — | $77K | 0.3% | |
| s * Voya Retirement Insurance and Annuity Company American Funds Europacific R3 | Pooled Separate Accounts | — | — | $66K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2040 Port Adv | Common Stocks | — | — | $55K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Pioneer Strategic Income - Cls Y | Common Stocks | — | — | $51K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2050 Port Adv | Common Stocks | — | — | $47K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2060 Port Adv | Common Stocks | — | — | $6K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2065 Port Adv | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
