Original filing (PDF)20250701115157NAL0017671552001

HARRISON BUILDING & LOAN ASSOCIATION

Name: HARRISON BUILDING & LOAN ASSOCIATION — HARRISON BUILDING & LOAN ASSOCIATION EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: HARRISON BUILDING & LOAN ASSOCIATION

Form 5500-SF

FILING_RECEIVED

HARRISON BUILDING & LOAN ASSOCIATION EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARRISON BUILDING & LOAN ASSOCIATION.

Plan sponsor

Name

HARRISON BUILDING & LOAN ASSOCIATION

EIN

31-0311545

Address

P.O. BOX 590 · 10490 NEW HAVEN ROAD · HARRISON, OH · 45030

Phone

(513) 367-2015

Industry

Finance & Insurancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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