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Original filing (PDF)20251013085458NAL0002133186001
RESTHAVEN
Form 5500
FILING_RECEIVED
RESTHAVEN 403(B) RETIREMENT PLAN
401(k) retirement plan
Active participants
422
Accounts w/ balance
397
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESTHAVEN.
Plan sponsor
Name
RESTHAVEN
EIN
38-1387113
Address
948 WASHINGTON AVE · HOLLAND, MI · 49423
Phone
(616) 796-3504
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Investments
25 direct securities· $8.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | — | — | — | $1.2M | 14.3% | |
| Fidelity 500 Index | — | — | — | $707K | 8.8% | |
| Empower Annuity Insurance Company of America Unallocated investment contract - EI Fixed Account - Series Class II | — | — | — | $674K | 8.4% | |
| Putnam Large Cap Value R6 | — | — | — | $572K | 7.1% | |
| American Funds Bond Fund Of Amer R6 | — | — | — | $536K | 6.7% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $512K | 6.4% | |
| Janus Henderson Enterprise N | — | — | — | $486K | 6.0% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $457K | 5.7% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $388K | 4.8% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $316K | 3.9% | |
| DFA Large Cap International I | — | — | — | $272K | 3.4% | |
| American Funds Europacific Gr R6 | — | — | — | $252K | 3.1% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $229K | 2.8% | |
| Fidelity Small Cap Index | — | — | — | $221K | 2.7% | |
| American Funds 2065 Trgt Date Retire R6 | — | — | — | $195K | 2.4% | |
| MFS Mid Cap Value R6 | — | — | — | $194K | 2.4% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $171K | 2.1% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $141K | 1.8% | |
| Fidelity Us Bond Index | — | — | — | $125K | 1.6% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $115K | 1.4% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $108K | 1.3% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $87K | 1.1% | |
| American Funds New World R6 | — | — | — | $53K | 0.7% | |
| Empower Trust Company, LLC American Funds 2015 Trgt Date Retire R6 | — | — | — | $43K | 0.5% | |
| American Funds 2070 Trgt Date Retire R6 | — | — | — | $2K | <0.1% |