Sponsor portfolio
FAIRHAVEN WEALTH MANAGEMENT, LLC
EIN 47-2674388financial servicesLatest filing 2024
Plans
1
Retirement
1
$3.1M assets
Welfare
0
Participants
23
104 E. ROOSEVELT RD., SUITE 100 - WHEATON, IL 60187630-990-9000fairhavenwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST | 401k | $3.1M | 23 | 2024 |
Retirement plans