How big is Harren Equity Partners, LLC's plan?

Harren Equity Partners, LLC's plan reported $1.9M in assets and 5 participants for 2024.

Original filing (PDF)20250731124528NAL0003068755001

Harren Equity Partners, LLC

Name: Harren Equity Partners, LLC — Harren Equity, Form 5500 (2024)
Creator: Harren Equity Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harren Equity Partners, LLC 401(k) Plan

401(k) retirement plan · Harren Equity Partners, LLC's Harren Equity Partners, LLC 401(k) Plan held $1.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Mark McCutcheon signed Harren Equity Partners, LLC's 2024 Form 5500 as plan administrator.

Mark McCutcheon — 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

Harren Equity Partners, LLC's EIN is 20-5837879.

EIN 20-5837879

Plan number 001

Plan year 2024

ACK ID 20250731124528NAL0003068755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harren Equity Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harren Equity Partners, LLC'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 HARREN EQUITY PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

HARREN EQUITY PARTNERS, LLC

EIN

all filings

Address

200 GARRETT STREET · SUITE F · CHARLOTTESVILLE, VA · 22902

Phone

(434) 951-9037

Industry

Finance & Insurance

Plan administrator