How big is Harbour Financial Resources, Ltd.'s plan?

Harbour Financial Resources, Ltd.'s plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250915135850NAL0003119874001

Harbour Financial Resources, Ltd.

Name: Harbour Financial Resources, Ltd. — Harbour Financia, Form 5500 (2024)
Creator: Harbour Financial Resources, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbour Financial Resources, Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Harbour Financial Resources, Ltd.'s Harbour Financial Resources, Ltd. 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Harbour Financial Resources, Ltd.'s EIN is 36-3957484.

EIN 36-3957484

Plan number 001

Plan year 2024

ACK ID 20250915135850NAL0003119874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harbour Financial Resources, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harbour Financial Resources, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARBOUR FINANCIAL RESOURCES, LTD..

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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