How big is Harvard Partners' plan?

Harvard Partners' plan reported $2.1M in assets and 61 participants for 2025.

Original filing (PDF)20260523083716NAL0004128736001

Harvard Partners

Name: Harvard Partners — Harvard Partners 401(k) Plan, Form 5500 (2025)
Creator: Harvard Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvard Partners 401(k) Plan

401(k) retirement plan · Harvard Partners' Harvard Partners 401(k) Plan held $2.1M in plan assets for 61 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Steven Walsh signed Harvard Partners' 2025 Form 5500 as plan administrator.

Steven Walsh — 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

Harvard Partners' EIN is 27-1263770.

EIN 27-1263770

Plan number 001

Plan year 2025

ACK ID 20260523083716NAL0004128736001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harvard Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harvard Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVARD PARTNERS.

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Plan health score

Above-average plan

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

Knocking points off