Original filing (PDF)20250916165032NAL0003346400001

Private Harbour Investment Management & Counsel, LLC

Name: Private Harbour Investment Management & Counsel, LLC — Form 5500 Plan 002 (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 Cash Balance Plan

Defined-benefit pension plan · Private Harbour Investment Management & Counsel, LLC's Private Harbour Investment Management % Counsel, LLC Cash Balance Plan held $698K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

Plan identifiers

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

EIN 26-2172644

Plan number 002

Plan year 2024

ACK ID 20250916165032NAL0003346400001

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 a cash-balance formula.

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 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