Original filing (PDF)20251024125328NAL0008141794001

HAVERLY SYSTEMS, INC.

Name: HAVERLY SYSTEMS, INC. — HAVERLY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HAVERLY SYSTEMS, INC.

Form 5500-SF

FILING_RECEIVED

HAVERLY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAVERLY SYSTEMS, INC..

Plan sponsor

Name

HAVERLY SYSTEMS, INC.

EIN

22-1725507

Address

12 HINCHMAN AVENUE · PO BOX 1110 · DENVILLE, NJ · 07834

Phone

(973) 627-1424

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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