How big is Harbor Oak Professional Servic's plan?

Harbor Oak Professional Servic's plan reported $154K in assets and 6 participants for 2025.

Original filing (PDF)20260511080222NAL0006764848001

Harbor Oak Professional Servic

Name: Harbor Oak Professional Servic — Harbor Oak, Form 5500 (2025)
Creator: Harbor Oak Professional Servic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbor Oak Professional Servic 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Harbor Oak Professional Servic's Harbor Oak Professional Servic 401(k) Profit Sharing Plan & Trust held $154K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan identifiers

Harbor Oak Professional Servic's EIN is 33-1289278.

EIN 33-1289278

Plan number 001

Plan year 2025

ACK ID 20260511080222NAL0006764848001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harbor Oak Professional Servic from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harbor Oak Professional Servic'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 HARBOR OAK PROFESSIONAL SERVIC.

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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

Knocking points off