· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAVERKAMP PROPERTIES, INC. — HAVERKAMP PROPERTIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250425142352NAL0008803713001
HAVERKAMP PROPERTIES, INC.
Form 5500-SF
FILING_RECEIVED
HAVERKAMP PROPERTIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
186
Accounts w/ balance
120
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
HAVERKAMP PROPERTIES, INC.
.
Find decision makers
Plan sponsor
Name
HAVERKAMP PROPERTIES, INC.
EIN
39-1916272
Address
4720 MORTENSEN ROAD · SUITE 105 · AMES, IA · 50014
Phone
(515) 598-8240
Industry
Real Estate
see 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
2025-04-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
FIGURE EIGHT PROPERTIES, INC.
FIGURE EIGHT PROPERTIES EMPLOYEE RETIREMENT PLAN
$5.6M · 20 participants
HORNIG COMPANIES INC.
HORNIG COMPANIES INC. 401K PLAN
$5.6M · 64 participants
MANCO ABBOTT, INC.
MANCO ABBOTT, INC. 401(K) PLAN
$5.6M · 140 participants
PEMCO GROUP, INC.
PEMCO GROUP INC 401(K) PROFIT SHARING PLAN
$5.6M · 18 participants
WESLEY HOUSING DEVELOPMENT CORPORATION
WESLEY HOUSING DEVELOPMENT CORPORATION 403(B) PLAN
$5.6M · 101 participants
80
Knocking points off
No independent qualified public accountant (IQPA) named.
65% balance-to-active ratio — below typical for a healthy 401(k).
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAND TEJAS COMPANIES, LTD
LAND TEJAS COMPANIES, LTD 401(K) PLAN
$5.6M · 13 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
