Original filing (PDF)20250730145129NAL0004917713001

NEW HAVEN BANK

Name: NEW HAVEN BANK — SBERA 401K PLAN AS ADOPTED BY NEW HAVEN BANK, Form 5500 (2024)
Creator: NEW HAVEN BANK

Form 5500

FILING_RECEIVED

SBERA 401K PLAN AS ADOPTED BY NEW HAVEN BANK

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW HAVEN BANK.

Plan sponsor

Name

NEW HAVEN BANK

EIN

27-2158408

Address

299 WHALLEY AVENUE · NEW HAVEN, CT · 06511

Phone

(203) 285-6490

Industry

Finance & Insurancesee all

Plan administrator

Name

NRS, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 938-6559

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $2.0M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
SBERA COMMON COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001	Common Collective Trust	$2.0M	100.0%

1–1 of 1

Related plans

Similar-size Finance & Insurance plans

NORTHWEST COMMUNITY BANK

NORTHWEST COMMUNITY BANK RETIREMENT PLAN

WESTFIELD BANK

WESTFIELD BANK PENSION PLAN

ASCENDIA BANK

THE RETIREMENT PLAN OF ASCENDIA BANK

LINCOLN 1ST BANK

LINCOLN 1ST BANK 401(K) PLAN

INVESTORS BANK

INVESTORS BANK AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN