Havis, Inc. 401(k) Plan
Sponsored by Havis, Inc. · EIN 231664329 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 425
- With balances
- 493
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group Inc. | Recordkeeping | $53,748 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $43,486 |
| Newport Trust Company | Trustee (institutional) | $9,476 |