How big is First Harbor Financial Services' plan?

First Harbor Financial Services' plan reported $418K in assets and 3 participants for 2024.

Original filing (PDF)20250519143239NAL0002846898001

First Harbor Financial Services

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

Form 5500-SF

FILING_RECEIVED

First Harbor Financial Services 401(k) PS Plan

401(k) retirement plan · First Harbor Financial Services' First Harbor Financial Services 401(k) PS Plan held $418K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$418K

Net assets (EOY)

$418K

People on this filing

David BURG signed First Harbor Financial Services' 2024 Form 5500 as plan administrator.

David BURG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

First Harbor Financial Services' EIN is 26-4366756.

EIN 26-4366756

Plan number 002

Plan year 2024

ACK ID 20250519143239NAL0002846898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Harbor Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Harbor Financial Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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