Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAVENS & COMPANY, INC.
EIN 26-0538726insuranceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HAVENS & COMPANY, INC. 401(K) PLAN
401k
Assets$3.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HAVENS & COMPANY, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$403K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAVENS & COMPANY, INC. 401(K) PLAN | 401k | $3.9M | 5 | 2025 | |
| 002 | HAVENS & COMPANY, INC. DEFINED BENEFIT PLAN | CashBalance | $403K | 6 | 2024 |
Retirement plans