How big is Harbor Financial Group, LLC's plan?

Harbor Financial Group, LLC's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250929081926NAL0017538754001

Harbor Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Harbor Financial Group Retirement Plan

401(k) retirement plan · Harbor Financial Group, LLC's Harbor Financial Group Retirement Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Harbor Financial Group, LLC's EIN is 20-5071385.

EIN 20-5071385

Plan number 001

Plan year 2024

ACK ID 20250929081926NAL0017538754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Harbor Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL GROUP, 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

Helping the score