Department of Labor filing

HAVENLY, INC.

HAVENLY 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

46filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,839

Reported employer contributions per active participant.

Higher than about 27% of comparable plans

#People in the filing

222

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$21 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 89% of comparable plans

↗Investment performance

Not available

Plan assets changed 54.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202446out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions27th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense89th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HAVENLY, INC. reported $408,253 in employer contributions across the plan and 222 active participants. That works out to $1,839 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 47.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 9.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context46/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $408,253
Participant contributions: $690,597
Other contributions: $343,105
Employer share of reported contributions: 37.2%
Beginning assets: $1,933,163
Ending assets: $2,978,940
Ending net assets: $2,978,940
Ending liabilities: $0
Total income: $1,635,685
Total expenses: $589,908
Administrative expenses: $2,708
Participant loans: $921

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2023

$3,499

2024

$1,839

Plan-paid administrative expenses per participant

2023

$23

2024

$21

Active participants

2023

2024

222

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,839	222	3M	20251008224328NAL0003277203001
2023	$3,499	73	1.9M	20241015161154NAL0050376160011

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 462543704-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2020
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251008224328NAL0003277203001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗