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Original filing (PDF)20250924134034NAL0017216338001
HARMON LAW OFFICES, P.C.
Form 5500
FILING_RECEIVED
HARMON LAW OFFICES, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
94
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARMON LAW OFFICES, P.C..
Plan sponsor
Name
HARMON LAW OFFICES, P.C.
EIN
04-3341419
Address
150 CALIFORNIA STREET · NEWTON, MA · 02458
Phone
(617) 558-0500
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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
Audit & trust (Schedule H)
Auditor
JOHNSON OCONNOR FERON & CARUCCI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | — | EAST PROVIDENCE, RI | TPA | $0 | — |
Investments
32 direct securities · 1 pooled fund· $19.1M(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.
Uncategorized
$9.7M
32 holdings
Pooled Separate Account
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIC SEPERATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $9.4M | 97.2% | |
| T.Rowe Price Retirement 2035 Fund I Pooled separate account n/a | — | — | — | $2.3M | 23.7% | |
| T.Rowe Price Retirement 2040 Fund I Pooled separate account n/a | — | — | — | $1.2M | 12.9% | |
| T.Rowe Price Retirement 2045 Fund I Pooled separate account n/a | — | — | — | $1.2M | 11.9% | |
| T.Rowe Price Retirement 2050 Fund I Pooled separate account n/a | — | — | — | $643K | 6.6% | |
| Voya Large Cap Growth Private Services Fund Pooled separate account n/a | — | — | — | $497K | 5.1% | |
| JPMorgan Large Cap Growth Fund Class R6 Pooled separate account n/a | — | — | — | $485K | 5.0% | |
| T.Rowe Price Retirement 2025 Fund I Pooled separate account n/a | — | — | — | $425K | 4.4% | |
| Fidelity 500 Index Fund Pooled separate account n/a | — | — | — | $397K | 4.1% | |
| Voya Intermediate Bond Fund R6 Pooled separate account n/a | — | — | — | $304K | 3.1% | |
| Voya Fixed Account (4450) Insurance company general account n/a | — | — | — | $268K | 2.8% | |
| American Funds EuroPacific Growth Fund Class R6 Pooled separate account n/a | — | — | — | $254K | 2.6% | |
| American Funds American Mutual Fund Class R6 Pooled separate account n/a | — | — | — | $220K | 2.3% | |
| PGIM High Yield Fund R6 Pooled separate account n/a | — | — | — | $175K | 1.8% | |
| Franklin Small Cap Growth Fund R6 Pooled separate account n/a | — | — | — | $150K | 1.5% | |
| Voya T.Rowe Price Capital Appreciation Portfolio Fund Pooled separate account n/a | — | — | — | $144K | 1.5% | |
| Fidelity Small Cap Index Fund Pooled separate account n/a | — | — | — | $108K | 1.1% | |
| American Funds New World R6 Pooled separate account n/a | — | — | — | $105K | 1.1% | |
| T.Rowe Price Retirement 2055 Fund I Pooled separate account n/a | — | — | — | $99K | 1.0% | |
| Fidelity Mid Cap Index Fund Pooled separate account n/a | — | — | — | $98K | 1.0% | |
| Columbia Select Mid Cap Value Fund Class I3 Pooled separate account n/a | — | — | — | $94K | 1.0% | |
| Voya Mid Cap Opportunities Portfolio R6 Pooled separate account n/a | — | — | — | $94K | 1.0% | |
| DFA US Targeted Vl Portfolio Institutional Class Pooled separate account n/a | — | — | — | $84K | 0.9% | |
| T.Rowe Price Retirement 2010 Fund I Pooled separate account n/a | — | — | — | $65K | 0.7% | |
| American Funds Capital World Bond Fund Class Pooled separate account n/a | — | — | — | $62K | 0.6% | |
| DFA Real Estate Securities Portfolio Institutional Class Pooled separate account n/a | — | — | — | $58K | 0.6% | |
| T.Rowe Price Retirement 2030 Fund I Pooled separate account n/a | — | — | — | $51K | 0.5% | |
| T.Rowe Price Retirement 2020 Fund I Pooled separate account n/a | — | — | — | $50K | 0.5% | |
| Vanguard LifeStrategy Moderate Growth Inv Pooled separate account n/a | — | — | — | $21K | 0.2% | |
| T.Rowe Price Retirement 2060 Fund I Pooled separate account n/a | — | — | — | $16K | 0.2% | |
| DFA Commodity Strategy Portfolio Institutional Class Pooled separate account n/a | — | — | — | $13K | 0.1% | |
| Pioneer Strategic Income Fund Class K Pooled separate account n/a | — | — | — | $9K | <0.1% | |
| T.Rowe Price Retirement 2065 Fund I Pooled separate account n/a | — | — | — | $2K | <0.1% |
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