How big is Harbor Wealth Management, LLC's plan?

Harbor Wealth Management, LLC's plan reported $3.2M in assets and 5 participants for 2025.

Original filing (PDF)20260428145809NAL0005424979001

Harbor Wealth Management, LLC

Name: Harbor Wealth Management, LLC — Harbor Wealth, Form 5500 (2025)
Creator: Harbor Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbor Wealth Management Savings & Retirement Plan

401(k) retirement plan · Harbor Wealth Management, LLC's Harbor Wealth Management Savings & Retirement Plan held $3.2M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Harbor Wealth Management, LLC's EIN is 26-0878303.

EIN 26-0878303

Plan number 001

Plan year 2025

ACK ID 20260428145809NAL0005424979001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harbor Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harbor Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 WEALTH MANAGEMENT, 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