Retirement plan

HAVEN 403(B) PLAN

Name: HEALTH, ASSISTANCE, INTERVENTION, EDUCATION NETWORK FOR - HAVEN 403(B) PLAN (2025) Form 5500
Creator: HEALTH, ASSISTANCE, INTERVENTION, EDUCATION NETWORK FOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAVEN 403(B) PLAN, HEALTH, ASSISTANCE, INTERVENTION, EDUCATION NETWORK FOR

HEALTH, ASSISTANCE, INTERVENTION, EDUCATION NETWORK FOREIN 51-0642913Plan #001PY 2025

1210 MILL STREET - EAST BERLIN, CT 06023860-828-3175LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$597K

No prior year

Total participants

No prior year

Average account balance

$42,671

No prior year

Annual return

94.66%

No prior year

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2F2G2M2T3D

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$66K

$5496 / participant

Other / not subdivided$66K100.0%

% of EOY assets

11.039%

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

$42,671

$181,062-76.4%

$158,223-73.0%

$155,188-72.5%

Participation rate

91.7%

82.7%+9.0pp

79.2%+12.5pp

80.8%+10.9pp

Annual return

94.66%

57.39%+37.3pp

52.09%+42.6pp

148.84%-54.2pp

Employer contribution / active EE

$3,278

$4,565-28.2%

$4,109-20.2%

$4,248-22.8%

Participant deferral / active EE

$6,958

$6,134+13.4%

$5,467+27.3%

$6,531+6.5%

Admin fee / account holder

$4,711

$18,825-75.0%

$16,047-70.6%

$14,480-67.5%

HAVEN 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAVEN 403(B) 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