Original filing (PDF)20250916165032NAL0003346400001

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC

Name: PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC — PRIVATE HARBOUR INVESTMENT MANAGEMENT % COUNSEL, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC

Form 5500-SF

FILING_RECEIVED

PRIVATE HARBOUR INVESTMENT MANAGEMENT % COUNSEL, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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.

Plan sponsor

Name

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC

EIN

26-2172644

Address

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

Phone

(216) 292-5700

Industry

Finance & Insurancesee all

Plan administrator