Original filing (PDF)20250618104231NAL0003728432001

GOODHAVEN CAPITAL MANAGEMENT LLC

Name: GOODHAVEN CAPITAL MANAGEMENT LLC — GOODHAVEN CAPITAL MANAGEMENT 401K, Form 5500 (2024)
Creator: GOODHAVEN CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

GOODHAVEN CAPITAL MANAGEMENT 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

Plan health score

Top-tier plan health

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.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOODHAVEN CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

GOODHAVEN CAPITAL MANAGEMENT LLC

EIN

27-3799971all filings

Address

374 MILLBURN AVE · SUITE 306 · MILLBURN, NJ · 07041

Phone

(305) 677-7656

Industry

Finance & Insurancesee 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

2025-06-18

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

Related plans

Similar-size Finance & Insurance plans

BIGLARI CAPITAL LLC

BIGLARI CAPITAL 401(K) PLAN

$389K · 7 participants

MILLENNIUM ADVISORS LLC

MILLENNIUM ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN

$389K · 2 participants

1955 CAPITAL LLC

1955 CAPITAL LLC 401(K) PROFIT SHARING PLAN

$389K · 1 participants

KENNEDY FINANCIAL GROUP LLC

KFG LLC 401(K) PLAN

$389K · 8 participants

INSIGHT 2811, INC. DBA AZA CAPITAL MANAGEMENT

AZA CAPITAL MANAGEMENT 401(K) PLAN

$389K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.