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Sponsor portfolio

HAVTECH INVESTMENTS

EIN 81-4236511-Latest filing 2025
Plans
2
Retirement
1
$52.8M assets
Welfare
1
$171K premiums
Participants
1,108
9505 BERGER ROAD - COLUMBIA, MD 21046301-206-9225
Plans on this EIN
2 filings
#001401k-$52.8M - 622 part#501Mixed-$171K - 486 lives

Benefits portfolio analytics

1 plan / $171K premiums / 486 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$123K
  • Long-term disability$123K
  • Other$123K
  • Vision$49K
Total $171K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • HARTFORD LIFE AND ACCIDENT72%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
Total $171K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • RSC INSURANCE BROKERAGE INC87%
  • SELMAN & COMPANY, LLC13%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAVTECH INVESTMENTS LLC 401(K) PLAN

401k

Assets$52.8M
Participants622
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAVTECH INVESTMENTS EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$171K
Covered lives486
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAVTECH INVESTMENTS LLC 401(K) PLAN401k$52.8M6222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAVTECH INVESTMENTS EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$171K4862025
Retirement plans
Welfare plans
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