How big is GLV Wealth's plan?

GLV Wealth's plan reported $140K in assets and 3 participants for 2025.

Original filing (PDF)20260504092553NAL0002169331001

GLV Wealth

Name: GLV Wealth — Harbor Wealth 401(k) Plan, Form 5500 (2025)
Creator: GLV Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbor Wealth 401(k) Plan

Defined-contribution retirement plan · GLV Wealth's Harbor Wealth 401(k) Plan held $140K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

People on this filing

Elliott A. Vaughn signed GLV Wealth's 2025 Form 5500 as plan administrator.

Elliott A. Vaughn — 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

GLV Wealth's EIN is 33-1713577.

EIN 33-1713577

Plan number 001

Plan year 2025

ACK ID 20260504092553NAL0002169331001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for GLV Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

GLV Wealth's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

GLV WEALTH

DBA

HARBOR WEALTH

EIN

all filings

Address

2205 ENTERPRISE DRIVE · SUITE 515 · WESTCHESTER, IL · 60154

Phone

(847) 954-7028

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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