Original filing (PDF)20250529060157NAL0007590545001

HARWOOD FINANCIAL SERVICES, LLC

Name: HARWOOD FINANCIAL SERVICES, LLC — HARWOOD WEALTH MANAGEMENT, Form 5500 (2024)
Creator: HARWOOD FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

HARWOOD WEALTH MANAGEMENT

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARWOOD FINANCIAL SERVICES, LLC.

Plan sponsor

Name

HARWOOD FINANCIAL SERVICES, LLC

EIN

30-0146864all filings

Address

19 HALTON GREEN WAY · GREENVILLE, SC · 29607

Phone

(803) 736-2020

Industry