How big is North Harbor Wealth Management's plan?

North Harbor Wealth Management's plan reported $714K in assets and 19 participants for 2024.

Original filing (PDF)20251013111239NAL0001098257001

North Harbor Wealth Management

Name: North Harbor Wealth Management — North Harbor Wealth, Form 5500 (2024)
Creator: North Harbor Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Harbor Wealth Management 401(k) Plan

401(k) retirement plan · North Harbor Wealth Management's North Harbor Wealth Management 401(k) Plan held $714K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

People on this filing

Michael Raymer signed North Harbor Wealth Management's 2024 Form 5500 as plan administrator.

Michael Raymer — 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

North Harbor Wealth Management's EIN is 27-5049785.

EIN 27-5049785

Plan number 001

Plan year 2024

ACK ID 20251013111239NAL0001098257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for North Harbor Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

North Harbor Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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