How big is Harbinger Group, LLC's plan?

Harbinger Group, LLC's plan reported $8.7M in assets and 437 participants for 2024.

Original filing (PDF)20250908112723NAL0019378209001

Harbinger Group, LLC

Name: Harbinger Group, LLC — Harbinger 401(k) Plan and, Form 5500 (2024)
Creator: Harbinger Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Harbinger 401(k) Plan and Trust

401(k) retirement plan · Harbinger Group, LLC's Harbinger 401(k) Plan and Trust held $8.7M in plan assets for 437 participants in 2024, with Ascensus as recordkeeper.

Active participants

437

Accounts w/ balance

325

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Jessica Esquivel signed Harbinger Group, LLC's 2024 Form 5500 as plan administrator.

Jessica Esquivel — 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

Harbinger Group, LLC's EIN is 27-3336423.

EIN 27-3336423

Plan number 001

Plan year 2024

ACK ID 20250908112723NAL0019378209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harbinger Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harbinger Group, LLC's 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 HARBINGER GROUP, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

HARBINGER GROUP, LLC

DBA

MISIONERO

EIN

all filings

Address

33155 GLORIA ROAD · GONZALES, CA · 93926

Phone

(831) 789-8900

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$8K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT ADVISOR	—	FAIRFIELD, IA	NONE	$52K	—

Investments

31 direct securities· $8.6M(99% of reported assets)

Mutual Funds

$4.1M

13 holdings

Common Collective Trusts

$2.7M

4 holdings

Other securities

$1.6M

13 holdings

Participant loans

$185K

1 holding

					% of plan
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$1.7M	19.8%
Vanguard Short-Term Bond Index Adm Vanguard 0	Mutual Funds	—	—	$928K	10.7%
Dodge & Cox Income Fund I Dodge & Cox 0	Mutual Funds	—	—	$757K	8.7%
Invesco QQQ Trust Invesco 0	Mutual Funds	—	—	$648K	7.5%
Vanguard Total Stock Market Index Adm Vanguard 0	Common Collective Trusts	—	—	$553K	6.4%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$444K	5.1%
SPDR S&P 500 Growth ETF SPDR 0	Common Collective Trusts	—	—	$429K	5.0%
Vanguard Balanced Index Adm Vanguard 0	Mutual Funds	—	—	$421K	4.9%
Vanguard International Growth Adm Vanguard 0	Mutual Funds	—	—	$287K	3.3%
Technology Select Sector SPDR ETF SPDR 0	Other securities	—	—	$257K	3.0%
SPDR S&P 600 Small Cap Growth ETF SPDR 0	Other securities	—	—	$196K	2.3%
SPDR S&P 400 Mid Cap Growth ETF SPDR 0	Other securities	—	—	$186K	2.1%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$185K	2.1%
Financial Select Sector SPDR ETF Financial 0	Other securities	—	—	$171K	2.0%
SPDR Dow Jones Industrial Average ETF SPDR 0	Other securities	—	—	$165K	1.9%
Vanguard Short-Term Treasury Adm Vanguard 0	Mutual Funds	—	—	$162K	1.9%
iShares Russell Mid-Cap ETF iShares 0	Other securities	—	—	$162K	1.9%
Vanguard Mid-Cap Value Index ETF Vanguard 0	Mutual Funds	—	—	$141K	1.6%
IShares Core U.S. Aggregate Bond ETF iShares 0	Other securities	—	—	$119K	1.4%
iShares TIPS Bond ETF iShares 0	Other securities	—	—	$110K	1.3%
Vanguard Small Cap Index ETF Vanguard 0	Mutual Funds	—	—	$107K	1.2%
Vanguard Interm-Term Treasury Adm Vanguard 0	Mutual Funds	—	—	$95K	1.1%
SPDR S&P Emerging Markets ETF SPDR 0	Other securities	—	—	$59K	0.7%
Consumer Staples Select Sector SPDR ETF Consumer Staples 0	Other securities	—	—	$58K	0.7%
Vanguard Health Care Index ETF Vanguard 0	Mutual Funds	—	—	$57K	0.7%
Vanguard Small-Cap Value Index ETF Vanguard 0	Mutual Funds	—	—	$53K	0.6%
Materials Select Sector SPDR ETF Materials 0	Other securities	—	—	$52K	0.6%
Vanguard Total Intl Stock Index Adm Vanguard 0	Mutual Funds	—	—	$44K	0.5%
Energy Select Sector SPDR ETF SPDR 0	Other securities	—	—	$17K	0.2%
SPDR S&P 500 Value ETF SPDR 0	Common Collective Trusts	—	—	$4K	<0.1%
SPDR EURO STOXX 50 ETF SPDR 0	Other securities	—	—	$2K	<0.1%