Original filing (PDF)20250908165355NAL0041870498001

Private Harbour Investment Management & Counsel, LLC

Name: Private Harbour Investment Management & Counsel, LLC — Form 5500 Plan 001 (2024)
Creator: Private Harbour Investment Management & Counsel, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Private Harbour Investment Management & Counsel, LLC Profit Sharing Plan

401(k) retirement plan · Private Harbour Investment Management & Counsel, LLC's Private Harbour Investment Management & Counsel, LLC Profit Sharing Plan held $1.0M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Private Harbour Investment Management & Counsel, LLC's EIN is 26-2172644.

EIN 26-2172644

Plan number 001

Plan year 2024

ACK ID 20250908165355NAL0041870498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Private Harbour Investment Management & Counsel, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Private Harbour Investment Management & Counsel, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, 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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC

EIN

all filings

Address

6240 SOM CENTER RD. · SUITE 120 · SOLON, OH · 44139

Phone

(216) 292-5700

Industry

Finance & Insurance

Plan administrator