QIAN LIU signed Havenly, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Havenly, Inc.'s EIN is 46-2543704.
Download the official 2023 Form 5500 (PDF) for Havenly, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Havenly, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $843K | 43.6% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $379K | 19.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $250K | 12.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $182K | 9.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $96K | 5.0% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $82K | 4.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $35K | 1.8% | |
| Non-Interest Bearing Cash $ 708 Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $25K | 1.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund ** 474 Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $23K | 1.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $5K | 0.3% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $4K | 0.2% | |
| Vanguard Federal Money Market Fund ** 39 Vanguard Ftse Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $4K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | Common Collective Trusts | — | — | $4K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
