Harbor Lights Financial Group, Inc. 401(k) Plan

The Harbor Lights Financial Group, Inc. 401(k) on its latest Form 5500

Harbor Lights Financial Group, Inc. (EIN 22-3638806) reports HARBOR LIGHTS FINANCIAL GROUP 401K PLAN on its most recent Form 5500, with $1.3M in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Harbor Lights Financial Group, Inc. filing — schedules, fees, and providers.

Who runs the Harbor Lights Financial Group, Inc. 401(k)?

Harbor Lights Financial Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Harbor Lights Financial Group, Inc.HR for the recordkeeper’s name and login.

How to check your Harbor Lights Financial Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Harbor Lights Financial Group, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).