Original filing (PDF)20250717164315NAL0000350355001

New Harbor Group, Inc. DBA New Harbor Financial Management

Name: New Harbor Group, Inc. DBA New Harbor Financial Management — Form 5500 Plan 001 (2024)
Creator: New Harbor Group, Inc. DBA New Harbor Financial Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Harbor Financial Management 401(k) Plan

401(k) retirement plan · New Harbor Group, Inc. DBA New Harbor Financial Management's New Harbor Financial Management 401(k) Plan held $145K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

Plan identifiers

New Harbor Group, Inc. DBA New Harbor Financial Management's EIN is 27-4496662.

EIN 27-4496662

Plan number 001

Plan year 2024

ACK ID 20250717164315NAL0000350355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Harbor Group, Inc. DBA New Harbor Financial Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New Harbor Group, Inc. DBA New Harbor Financial Management's 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 NEW HARBOR GROUP, INC. DBA NEW HARBOR FINANCIAL MANAGEMENT.

Finding similar companies…

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