Original filing (PDF)20250627151404NAL0005554851001

Harbor Health Services, Inc.

Name: Harbor Health Services, Inc. — Harbor Health, Form 5500 (2024)
Creator: Harbor Health Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Harbor Health Services, Inc. 403(b) Plan

403(b) retirement plan · Harbor Health Services, Inc.'s Harbor Health Services, Inc. 403(b) Plan held $45.2M in plan assets for 607 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributions33% in single holding

Active participants

607

Accounts w/ balance

465

Plan assets (EOY)

$45.2M

Net assets (EOY)

$45.0M

How this plan invests

This plan

116 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HARBOR HEALTH SERVICES, INC.

EIN

23-7100550all filings

Address

1135 MORTON STREET · MATTAPAN, MA · 02126

Phone

(617) 533-2300

Industry

Outpatient Care Centers· Health Care & Social Assistance

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

2025-06-27

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AAFCPA'S INC.

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INSTL OPERATIONS CO., INC.	04-2647786	—	RECORDKEEPER	$1K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENTINEL PENSION ADVISORS, INC.	04-3422848	—	N/A	$47K	—

Other service providers

Investments

116 direct securities· $45.2M(100% of reported assets)

Mutual Funds

$21.4M

95 holdings

Common Collective Trusts

$18.1M

10 holdings

Other securities

$5.6M

10 holdings

Agency / Mortgage-Backed

$45K

1 holding

					% of plan
Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value ** Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$15.0M	33.2%
Fidelity Global US Index Institutional Premium Mutual Fund	Mutual Funds	—	—	$4.3M	9.6%
PIMCO Short Asset Investment Fund Institutional Mutual Fund	Mutual Funds	—	—	$2.1M	4.7%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$2.0M	4.5%
Fidelity U.S. Bond Index Instl Premium Mutual Fund	Mutual Funds	—	—	$2.0M	4.4%
ALPS/Smith Total Return Bond Mutual Fund	Other securities	—	—	$1.9M	4.2%
Fidelity 500 Index Institutional Premium Mutual Fund	Common Collective Trusts	—	—	$1.9M	4.2%
Guaranteed Income Fund Mutual Fund	Other securities	—	—	$1.2M	2.7%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$1000K	2.2%
BlackRock Systematic Multi-Strategic Instl Mutual Fund	Other securities	—	—	$900K	2.0%
Fidelity Mid Cap Index Institutional Premium Mutual Fund	Mutual Funds	—	—	$866K	1.9%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$809K	1.8%
Goldman Sachs GQG Partners Institutional Opps R6 Mutual Fund	Other securities	—	—	$785K	1.7%
Fidelity Select Semiconductors Fund Mutual Fund	Mutual Funds	—	—	$698K	1.5%
Vanguard 500 Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$652K	1.4%
Vanguard STAR Fund Mutual Fund	Mutual Funds	—	—	$582K	1.3%
Fidelity Growth Company Fund Mutual Fund	Mutual Funds	—	—	$573K	1.3%
Fidelity Selected Software Fund Mutual Fund	Mutual Funds	—	—	$537K	1.2%
Principal Blue Chip R6 Mutual Fund	Other securities	—	—	$495K	1.1%
Fidelity Selected Hardware Mutual Fund	Mutual Funds	—	—	$411K	0.9%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$361K	0.8%
Vanguard Equity Income Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$346K	0.8%
Vanguard PRIMECAP Fund Mutual Fund	Mutual Funds	—	—	$314K	0.7%
Vanguard Total Stock Market Index Fund A Mutual Fund	Common Collective Trusts	—	—	$294K	0.7%
Fidelity Magellan Fund Mutual Fund	Mutual Funds	—	—	$242K	0.5%
Fidelity Selected Financial Fund Mutual Fund	Mutual Funds	—	—	$223K	0.5%
Fidelity Selected Healthcare Services Fund Mutual Fund	Mutual Funds	—	—	$216K	0.5%
Fidelity Selected Pharmaceutical Fund Mutual Fund	Mutual Funds	—	—	$182K	0.4%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$171K	0.4%
Fidelity Asset Manager 70% Fund Mutual Fund	Mutual Funds	—	—	$169K	0.4%
Fidelity Leveraged Company Stock Fund Mutual Fund	Mutual Funds	—	—	$157K	0.3%
Fidelity OTC Portfolio Fund Mutual Fund	Mutual Funds	—	—	$153K	0.3%
Vanguard Wellington Fund Investor Mutual Fund	Mutual Funds	—	—	$141K	0.3%
MFS Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$133K	0.3%
Fidelity Equity Income Fund Mutual Fund	Mutual Funds	—	—	$128K	0.3%
Fidelity Investors Growth Bond Fund Mutual Fund	Mutual Funds	—	—	$123K	0.3%
Fidelity Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$122K	0.3%
Vanguard Growth Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$116K	0.3%
American Funds Europacific Growth R6 Mutual Fund	Mutual Funds	—	—	$113K	0.3%
Fidelity Selected Retailing Fund Mutual Fund	Mutual Funds	—	—	$104K	0.2%
Fidelity Selected Banking Fund Mutual Fund	Mutual Funds	—	—	$100K	0.2%
Vanguard FTSE Social Index Fund Mutual Fund	Common Collective Trusts	—	—	$99K	0.2%
Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$94K	0.2%
Fidelity Government Money Market Premium Fund Money Market Fund	Mutual Funds	—	—	$94K	0.2%
Fidelity Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$93K	0.2%
Loomis Sayles Small Cap Growth Fund N Mutual Fund	Other securities	—	—	$89K	0.2%
Fidelity Selected Biotechnology Fund Mutual Fund	Mutual Funds	—	—	$87K	0.2%
Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value ** Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$84K	0.2%
Fidelity Puritan Fund Mutual Fund	Mutual Funds	—	—	$74K	0.2%
Fidelity International Index Institutional Premium Mutual Fund	Mutual Funds	—	—	$74K	0.2%