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HARBOUR WEALTH PARTNERS — HARBOUR WEALTH PARTNERS, INC 401(K) PLAN QRP, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240830100135NAL0014767009001
HARBOUR WEALTH PARTNERS
Form 5500-SF
FILING_RECEIVED
HARBOUR WEALTH PARTNERS, INC 401(K) PLAN QRP
401(k) retirement plan
Signals · 1
Late filing · 9.5 mo
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HARBOUR WEALTH PARTNERS
.
Find decision makers
Plan sponsor
Name
HARBOUR WEALTH PARTNERS
DBA
HARBOUR WEALTH PARTNERS
EIN
35-1912753
Address
9820 WESTPOINT DR STE 400 · INDIANAPOLIS, IN · 462563363
Phone
(317) 579-4844
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-08-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 9.5 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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