How big is Harbor Insurance Agency, LLC's plan?

Harbor Insurance Agency, LLC's plan reported $628K in assets and 8 participants for 2024.

Original filing (PDF)20250708082159NAL0003737665002

Harbor Insurance Agency, LLC

Name: Harbor Insurance Agency, LLC — Harbor Insurance, Form 5500 (2024)
Creator: Harbor Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbor Insurance Agency 401(k) Plan

401(k) retirement plan · Harbor Insurance Agency, LLC's Harbor Insurance Agency 401(k) Plan held $628K in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

People on this filing

Warren Miller signed Harbor Insurance Agency, LLC's 2024 Form 5500 as plan administrator.

Warren Miller — 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 Insurance Agency, LLC's EIN is 20-0845490.

EIN 20-0845490

Plan number 001

Plan year 2024

ACK ID 20250708082159NAL0003737665002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harbor Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harbor Insurance Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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