Jennifer Sewart signed Harbor Capital Advisors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harbor Capital Advisors, Inc.'s EIN is 34-1953397.
Download the official 2024 Form 5500 (PDF) for Harbor Capital Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harbor Capital Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Collective Investment Trust: * Harbor Capital Appreciation CIT Class R | Common Collective Trusts | — | — | $17.3M | 18.1% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $17.3M | 18.1% | |
| s: * Fidelity 500 Index | Mutual Funds | — | — | $8.2M | 8.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $6.6M | 6.9% | |
| Harbor Funds Large Cap Value | Mutual Funds | — | — | $5.6M | 5.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $5.5M | 5.8% | |
| Harbor Funds Small Cap Growth | Mutual Funds | — | — | $5.5M | 5.7% | |
| Self-Directed Brokerage Account Brokerage Account | Self-Directed Brokerage | — | — | $5.0M | 5.2% | |
| Harbor Funds Small Cap Value | Mutual Funds | — | — | $3.9M | 4.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.8M | 4.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.4M | 3.6% | |
| Harbor Funds Mid Cap Value | Mutual Funds | — | — | $3.3M | 3.5% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $3.2M | 3.4% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.6M | 2.7% | |
| Harbor Funds Core Plus | Mutual Funds | — | — | $2.6M | 2.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.1M | 2.2% | |
| Harbor Funds International | Mutual Funds | — | — | $2.1M | 2.2% | |
| Harbor Funds Disruptive Innovation | Mutual Funds | — | — | $2.0M | 2.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.0M | 2.1% | |
| Harbor International Core Institutional | Other securities | — | — | $1.7M | 1.8% | |
| Harbor Funds International Small Cap | Mutual Funds | — | — | $1.3M | 1.4% | |
| Harbor Funds Diversified International All Cap | Mutual Funds | — | — | $1.2M | 1.2% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $918K | 1.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $784K | 0.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $673K | 0.7% | |
| Harbor Mid Cap | Other securities | — | — | $620K | 0.6% | |
| Harbor International Compounders Retirement | Other securities | — | — | $616K | 0.6% | |
| Harbor Funds Core Bond | Mutual Funds | — | — | $513K | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $493K | 0.5% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $484K | 0.5% | |
| Harbor Funds Convertible Securities | Mutual Funds | — | — | $366K | 0.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $353K | 0.4% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $341K | 0.4% | |
| Harbor Embark Small Cap Equity Retirement | Other securities | — | — | $325K | 0.3% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $266K | 0.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $106K | 0.1% | |
| Harbor Embark Commodity Strategy Retirement | Other securities | — | — | $88K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
