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Original filing (PDF)20251015121739NAL0002274899001
MENNO HAVEN, INC.
Form 5500
FILING_RECEIVED
MENNO HAVEN, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
262
Accounts w/ balance
425
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENNO HAVEN, INC..
Plan sponsor
Name
MENNO HAVEN, INC.
EIN
23-6276101
Address
2011 SCOTLAND AVENUE · CHAMBERSBURG, PA · 17201
Phone
(717) 262-1000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFS INVESTMENTS INC | — | DULUTH, GA | BROKER/DEALER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $61K | — |
Investments
31 direct securities· $19.8M(100% of reported assets)
Uncategorized
$18.7M
30 holdings
Guaranteed Income / GIC
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies American Funds American Funds American Balanced R6 | — | — | — | $3.7M | 18.8% | |
| American Funds American Funds 2030 Target Date R6 | — | — | — | $2.9M | 14.6% | |
| Fidelity 500 Index Fund | — | — | — | $1.9M | 9.9% | |
| Janus Henderson Janus Henderson Enterprise Fund N | — | — | — | $1.4M | 7.2% | |
| American Funds American Funds 2035 Target Date R6 | — | — | — | $1.3M | 6.6% | |
| American Funds American Funds 2040 Target Date R6 | — | — | — | $1.3M | 6.5% | |
| Victory Capital Pioneer Fundamental Growth Fund K | — | — | — | $1.2M | 6.3% | |
| * Voya Fixed Account, at contract value | Guaranteed Income / GIC | — | — | $1.0M | 5.2% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $625K | 3.2% | |
| American Funds American Funds 2045 Target Date R6 | — | — | — | $496K | 2.5% | |
| American Funds American Funds 2025 Target Date R6 | — | — | — | $445K | 2.3% | |
| Fidelity International Index Fund | — | — | — | $436K | 2.2% | |
| American Funds American Funds 2020 Target Date R6 | — | — | — | $425K | 2.2% | |
| American Funds American Funds 2050 Target Date R6 | — | — | — | $425K | 2.2% | |
| (Held at End of Year) MENNO HAVEN, INC. 403B PL EIN#23-6276101 Plan# 001 Hrtfrd Equity Income Fund R6 Registered Investment Company | — | — | — | $321K | 1.6% | |
| American Funds American Funds 2055 Target Date R6 | — | — | — | $319K | 1.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $306K | 1.6% | |
| Voya Small Cap Growth Fund R6 | — | — | — | $256K | 1.3% | |
| American Funds American Funds 2060 Target Date R6 | — | — | — | $239K | 1.2% | |
| Participant Loans 5.25% to 10.50% | — | — | — | $211K | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $92K | 0.5% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $92K | 0.5% | |
| PIMCO Income Fund Institutional | — | — | — | $81K | 0.4% | |
| American Funds American Funds 2065 Target Date R6 | — | — | — | $63K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Z | — | — | — | $48K | 0.2% | |
| American Funds American Funds New World R6 | — | — | — | $46K | 0.2% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional | — | — | — | $41K | 0.2% | |
| Vanguard Infl-Prt Securities Fd Adm | — | — | — | $17K | <0.1% | |
| Hartford Mutual Funds Hartford Schroders International Stock Fund SDR | — | — | — | $8K | <0.1% | |
| Dodge & Cox Dodge & Cox Global Bond Fund X | — | — | — | $3K | <0.1% | |
| American Funds American Funds 2010 Target Date R6 | — | — | — | $1K | <0.1% |
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