How big is Harbrook Associates Inc.'s plan?

Harbrook Associates Inc.'s plan reported $110K in assets and 11 participants for 2025.

Original filing (PDF)20260522054510NAL0006232898001

Harbrook Associates Inc.

Name: Harbrook Associates Inc. — Harbrook Associates, Form 5500 (2025)
Creator: Harbrook Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbrook Associates 401(k) Plan

401(k) retirement plan · Harbrook Associates Inc.'s Harbrook Associates 401(k) Plan held $110K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

People on this filing

JOAN Brooks signed Harbrook Associates Inc.'s 2025 Form 5500 as plan administrator.

JOAN Brooks — 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

Harbrook Associates Inc.'s EIN is 14-1586800.

EIN 14-1586800

Plan number 001

Plan year 2025

ACK ID 20260522054510NAL0006232898001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harbrook Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harbrook Associates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off