AUMdb

Havtech Investments Llc 401(k) Plan

Sponsored by Havtech Investments Llc · EIN 814236511 · Plan #001

Total assets
$52.8M
Net assets
$52.8M
Active participants
500
With balances
551

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $72,860