How big is Havarti Risk Services' plan?

Havarti Risk Services' plan reported $266K in assets and 7 participants for 2025.

Original filing (PDF)20260427221337NAL0005082339035

Havarti Risk Services

Name: Havarti Risk Services — Havarti Risk Services 401(k), Form 5500 (2025)
Creator: Havarti Risk Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Havarti Risk Services 401(k) Plan

401(k) retirement plan · Havarti Risk Services' Havarti Risk Services 401(k) Plan held $266K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

People on this filing

Elantha Barry signed Havarti Risk Services' 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Havarti Risk Services' EIN is 88-1304223.

EIN 88-1304223

Plan number 001

Plan year 2025

ACK ID 20260427221337NAL0005082339035

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Havarti Risk Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Havarti Risk Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAVARTI RISK SERVICES.

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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 (96th percentile).

Plan sponsor

Name

HAVARTI RISK SERVICES

EIN

all filings

Address

1060 N CAPITOL AVE · SUITE 3-101 · INDIANAPOLIS, IN · 46204

Phone

(317) 417-5410

Industry

Professional & Technical Services

Plan administrator