How big is Haverford-Valley, LC's plan?

Haverford-Valley, LC's plan reported $367K in assets and 3 participants for 2024.

Original filing (PDF)20250527122300NAL0017076546001

Haverford-Valley, LC

Name: Haverford-Valley, LC — Haverford-Valley, LC 401(k), Form 5500 (2024)
Creator: Haverford-Valley, LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haverford-Valley, LC 401(k) Plan

401(k) retirement plan · Haverford-Valley, LC's Haverford-Valley, LC 401(k) Plan held $367K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

People on this filing

Shannon Vanwinter signed Haverford-Valley, LC's 2024 Form 5500 as plan administrator.

Shannon Vanwinter — 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

Haverford-Valley, LC's EIN is 87-0528070.

EIN 87-0528070

Plan number 001

Plan year 2024

ACK ID 20250527122300NAL0017076546001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haverford-Valley, LC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haverford-Valley, LC'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 HAVERFORD-VALLEY, LC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HAVERFORD-VALLEY, LC

EIN

all filings

Address

9812 FALLS ROAD · SUITE 114 141 · POTOMAC, MD · 20854

Phone

(301) 661-2975

Industry

Management of Companies / Holdings

Plan administrator