Retirement plan

HAVE, LLC 401(K) PROFIT SHARING PLAN

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

HAVE, LLCEIN 82-1264578Plan #001PY 2025

2101 AETNA ROAD - ASHTABULA, OH 44004440-998-7252

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+35.5% from 2024

Total participants

0.0% from 2024

Average account balance

$111,308

+20.5% from 2024

Annual return

22.23%

+0.76 pp from 2024

Benchmarks

See 17,684 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort17,684 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+22.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$89

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 codes2E2F2J2T3D

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).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$798

$114 / participant

Other / not subdivided$798100.0%

% of EOY assets

0.080%

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

$111,308

$134,817-17.4%

$123,973-10.2%

$155,188-28.3%

Participation rate

85.7%

79.4%+6.3pp

76.7%+9.1pp

80.8%+4.9pp

Annual return

22.23%

515.49%-493.3pp

388.13%-365.9pp

148.84%-126.6pp

Employer contribution / active EE

$4,271

$4,425-3.5%

$4,126+3.5%

$4,248+0.6%

Participant deferral / active EE

$9,889

$5,706+73.3%

$5,247+88.5%

$6,531+51.4%

Admin fee / account holder

$89

$13,245-99.3%

$11,799-99.2%

$14,480-99.4%

HAVE, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAVE, LLC 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