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THE HAVEN — THE HAVEN 403(B) THRIFT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250911120438NAL0001176178001
THE HAVEN
Form 5500-SF
FILING_RECEIVED
THE HAVEN 403(B) THRIFT PLAN
403(b) retirement plan
Active participants
67
Accounts w/ balance
85
Plan assets (EOY)
$998K
Net assets (EOY)
$998K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE HAVEN
.
Find decision makers
Plan sponsor
Name
THE HAVEN
EIN
23-7112026
Address
1107 E. ADELAIDE DRIVE · TUCSON, AZ · 85719
Phone
(520) 623-4590
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
PINNACLE PLAN DESIGN, LLC
EIN
20-3970947
City
TUCSON, AZ
Phone
(520) 618-1305
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
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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AMERICAN COUNCIL ON SCIENCE AND HEALTH
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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