How big is Havensight Consulting Group LLC's plan?

Havensight Consulting Group LLC's plan reported $1.4M in assets and 18 participants for 2024.

Original filing (PDF)20251009130913NAL0006628113001

Havensight Consulting Group LLC

Name: Havensight Consulting Group LLC — Havensight, Form 5500 (2024)
Creator: Havensight Consulting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Havensight Consulting Group LLC 401(k) Plan

401(k) retirement plan · Havensight Consulting Group LLC's Havensight Consulting Group LLC 401(k) Plan held $1.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Mark Schlossberg signed Havensight Consulting Group LLC's 2024 Form 5500 as plan administrator.

Mark Schlossberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Havensight Consulting Group LLC's EIN is 46-5380558.

EIN 46-5380558

Plan number 001

Plan year 2024

ACK ID 20251009130913NAL0006628113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Havensight Consulting Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Havensight Consulting Group LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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