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THE HARBOR COMPANIES, INCORPORATED — THE HARBOR COMPANIES, INCORPORATED 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250611135053NAL0015830673001
THE HARBOR COMPANIES, INCORPORATED
Form 5500-SF
FILING_RECEIVED
THE HARBOR COMPANIES, INCORPORATED 401(K) PLAN
401(k) retirement plan
Active participants
65
Accounts w/ balance
74
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE HARBOR COMPANIES, INCORPORATED
.
Find decision makers
Plan sponsor
Name
THE HARBOR COMPANIES, INCORPORATED
EIN
04-2258927
Address
100 CUMMINGS CENTER · #224G · BEVERLY, MA · 01915
Phone
(781) 599-4343
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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CSL BERKSHIRE OPERATING COMPANY,
CSL BERKSHIRE OPERATING COMPANY, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2X · Other multiple-employer DC plan
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.0M · 855 participants
BERKELEY INVESTMENTS INC.
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN
$6.0M · 17 participants
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