How big is Havana Management, Inc.'s plan?

Havana Management, Inc.'s plan reported $516K in assets and 101 participants for 2024.

Original filing (PDF)20250520083425NAL0004498498001

Havana Management, Inc.

Name: Havana Management, Inc. — Havana Management, Inc., Form 5500 (2024)
Creator: Havana Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Havana Management, Inc. 401(k) Plan

401(k) retirement plan · Havana Management, Inc.'s Havana Management, Inc. 401(k) Plan held $516K in plan assets for 101 participants in 2024.

Signals · 1

High average account balance

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

Plan identifiers

Havana Management, Inc.'s EIN is 52-2021248.

EIN 52-2021248

Plan number 001

Plan year 2024

ACK ID 20250520083425NAL0004498498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Havana Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Havana Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 HAVANA MANAGEMENT, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score