Retirement plan

HAVEN VIEW ESCROW 401(K) PROFIT SHARING PLAN

Name: HAVEN VIEW ESCROW - HAVEN VIEW ESCROW 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: HAVEN VIEW ESCROW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAVEN VIEW ESCROW 401(K) PROFIT SHARING PLAN, HAVEN VIEW ESCROW

HAVEN VIEW ESCROWEIN 35-2191352Plan #001PY 2025

8429 WHITE OAK AVENUE, SUITE 104 - RANCHO CUCAMONGA, CA 91730909-373-1200havenview.comLinkedIn11-50 employeesconsumer services

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$59K

+16.8% from 2024

Total participants

0.0% from 2024

Average account balance

$19,830

+16.8% from 2024

Annual return

8.99%

+0.15 pp from 2024

Benchmarks

See 9,302 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$59K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$20K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$800

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$225

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$675

$135 / participant

Other / not subdivided$675100.0%

% of EOY assets

1.135%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,830

$208,088-90.5%

$186,193-89.3%

$154,746-87.2%

Participation rate

40.0%

80.0%-40.0pp

77.1%-37.1pp

80.7%-40.7pp

Annual return

8.99%

89.97%-81.0pp

78.03%-69.0pp

172.34%-163.3pp

Employer contribution / active EE

$4,340-100.0%

$3,918-100.0%

$4,379-100.0%

Participant deferral / active EE

$800

$7,078-88.7%

$6,513-87.7%

$6,730-88.1%

Admin fee / account holder

$225

$11,698-98.1%

$11,058-98.0%

$14,365-98.4%

HAVEN VIEW ESCROW 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAVEN VIEW ESCROW 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion