How big is Harbor Homes, Inc.'s plan?

Harbor Homes, Inc.'s plan reported $9.4M in assets and 244 participants for 2023.

Original filing (PDF)20250411122955NAL0046360434001

Harbor Homes, Inc.

Name: Harbor Homes, Inc. — Harbor Homes, Inc. 401(k) Plan, Form 5500 (2023)
Creator: Harbor Homes, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Harbor Homes, Inc. 401(k) Plan

401(k) retirement plan · Harbor Homes, Inc.'s Harbor Homes, Inc. 401(k) Plan held $9.4M in plan assets for 244 participants in 2023, with Benefit Plan Admin Services Inc. as recordkeeper.

Signals · 1

Late participant contributions

Active participants

244

Accounts w/ balance

181

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Henry OCH signed Harbor Homes, Inc.'s 2023 Form 5500 as plan administrator.

Henry OCH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harbor Homes, Inc.'s EIN is 02-0351932.

EIN 02-0351932

Plan number 002

Plan year 2023

ACK ID 20250411122955NAL0046360434001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Harbor Homes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Harbor Homes, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARBOR HOMES, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 242K (13% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

HARBOR HOMES, INC.

EIN

all filings

Address

77 NORTHEASTERN BLVD · NASHUA, NH · 03062

Phone

(603) 882-3616

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLAN ADMIN SERVICES INC.	16-1503696	UTICA, NY	RECORDKEEPER	$26K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDANCE POINT RETIREMENT SERVICES	45-4118952	PORTLAND, ME	ADVISER	$18K	—

Investments

19 direct securities · 1 pooled fund· $10.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$6.7M

16 holdings

Common Collective Trusts

$1.4M

1 holding

Other securities

$989K

1 holding

Common Collective Trust

$989K

1 holding

Bonds / Notes

$217K

1 holding

					% of plan
Vanguard 500 Index Admiral 2,703 shares s $	Common Collective Trusts	—	—	$1.4M	14.5%
Vanguard Target Retirement 2035 47,719 shares s	Mutual Funds	—	—	$1.1M	12.1%
MetLife Stable Fund 4,977 shares	Other securities	—	$5K	$989K	10.6%
MET MASTER TRUST 25053 METROPOLITAN LIFE INSURANCE COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$989K	10.6%
Vanguard Target Retirement 2045 30,457 shares s	Mutual Funds	—	—	$881K	9.4%
Vanguard Target Retirement 2055 12,537 shares s	Mutual Funds	—	—	$678K	7.2%
Vanguard Target Retirement 2030 17,053 shares s	Mutual Funds	—	—	$641K	6.9%
Vanguard Small-Cap Index ADM 5,736 shares	Mutual Funds	—	$6K	$600K	6.4%
Vanguard Target Retirement 2040 13,758 shares s	Mutual Funds	—	—	$582K	6.2%
Vanguard Target Retirement 2025 25,894 shares s	Mutual Funds	—	—	$500K	5.3%
Vanguard Target Retirement 2050 9,316 shares s	Mutual Funds	—	—	$451K	4.8%
Vanguard Target Retirement 2060 8,872 shares s	Mutual Funds	—	—	$442K	4.7%
Vanguard Mid-Cap Index Admiral 1,385 shares	Mutual Funds	—	$1K	$415K	4.4%
Participant Loans Interest rates 4.25%-9.50% s	Bonds / Notes	—	—	$217K	2.3%
Vanguard Total International Stock Index 3,302 shares s	Mutual Funds	—	—	$107K	1.1%
Vanguard Total Bond Index Admiral 7,199 shares s	Mutual Funds	—	—	$68K	0.7%
Vanguard Target Retirement 2020 2,339 shares s	Mutual Funds	—	—	$65K	0.7%
Vanguard Target Retirement Income 4,223 shares s	Mutual Funds	—	—	$56K	0.6%
Vanguard Total International Bond Indx Admiral 2,704 shares s	Mutual Funds	—	—	$52K	0.6%
Vanguard Inflation Protected Sec ADM 1,980 shares	Mutual Funds	—	$2K	$45K	0.5%