How big is Good Harbor Financial, LLC's plan?

Good Harbor Financial, LLC's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250625110028NAL0019216994001

Good Harbor Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Good Harbor Financial Retirement Plan

401(k) retirement plan · Good Harbor Financial, LLC's Good Harbor Financial Retirement Plan held $2.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

YASH Patel signed Good Harbor Financial, LLC's 2024 Form 5500 as plan administrator.

YASH Patel — Plan Administrator — Form 5500 signer
YASH PATE — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Good Harbor Financial, LLC's EIN is 27-4354200.

EIN 27-4354200

Plan number 001

Plan year 2024

ACK ID 20250625110028NAL0019216994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Good Harbor Financial, LLC's plan includes automatic enrollment, 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 GOOD HARBOR FINANCIAL, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

GOOD HARBOR FINANCIAL, LLC

EIN

all filings

Address

330 EAST MAIN STREET · THIRD FLOOR · BARRINGTON, IL · 60010

Phone

(312) 582-4505

Industry

Finance & Insurance

Plan administrator