How big is Havensmart, LLC's plan?

Havensmart, LLC's plan reported $439K in assets and 89 participants for 2024.

Original filing (PDF)20250718093442NAL0001441441001

Havensmart, LLC

Name: Havensmart, LLC — Havensmart, LLC 401(k) Plan, Form 5500 (2024)
Creator: Havensmart, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Havensmart, LLC 401(k) Plan

401(k) retirement plan · Havensmart, LLC's Havensmart, LLC 401(k) Plan held $439K in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

People on this filing

Marcus Bowie signed Havensmart, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Havensmart, LLC's EIN is 86-3678947.

EIN 86-3678947

Plan number 001

Plan year 2024

ACK ID 20250718093442NAL0001441441001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Havensmart, LLC'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 HAVENSMART, LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off