How big is Havencrest Capital Management, LLC's plan?

Havencrest Capital Management, LLC's plan reported $854K in assets and 13 participants for 2024.

Original filing (PDF)20250826111026NAL0008637009001

Havencrest Capital Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Havencrest Capital Management, LLC 401(k) Plan

401(k) retirement plan · Havencrest Capital Management, LLC's Havencrest Capital Management, LLC 401(k) Plan held $854K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$854K

Net assets (EOY)

$854K

Plan identifiers

Havencrest Capital Management, LLC's EIN is 81-5077113.

EIN 81-5077113

Plan number 001

Plan year 2024

ACK ID 20250826111026NAL0008637009001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Havencrest Capital Management, LLC's plan includes money-purchase contributions, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAVENCREST CAPITAL MANAGEMENT, 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