Sponsor portfolio
HAVERN BENEFITS STRATEGIES
EIN 81-0931067insuranceLatest filing 2025
Plans
1
Retirement
1
$443K assets
Welfare
0
Participants
6
401 EDGEWATER PLACE, STE 180 - WAKEFIELD, MA 01880617-905-3543havernbenefits.comLinkedIn1-10 employeesinsurance
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 | HAVERN BENEFITS STRATEGIES 401(K) PLAN | 401k | $443K | 6 | 2025 |
Retirement plans