John Gallagher signed Harbor Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harbor Industries, Inc.'s EIN is 38-0591933.
Download the official 2024 Form 5500 (PDF) for Harbor Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harbor Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| MACATAWA BANK | 38-3378283 | — | RECORDKEEPER/BOOKKEEPER | $48K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option Account, at contract value | Common Stocks | — | — | $3.4M | 23.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3.0M | 20.2% | |
| Vanguard Group Windsor II Admin Fund | Mutual Funds | — | — | $1.2M | 8.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.2M | 8.2% | |
| Schwab Funds S&P 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 7.3% | |
| Principal Life Insurance Company Diversified International Separate Account | Pooled Separate Accounts | — | — | $652K | 4.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $652K | 4.5% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $620K | 4.3% | |
| The American Funds New World R6 Fund | Mutual Funds | — | — | $555K | 3.8% | |
| Vanguard Group Small Cap Index Admiral Fund | Mutual Funds | — | — | $472K | 3.2% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $452K | 3.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $424K | 2.9% | |
| T. Rowe Price Funds Div MC GR I Fund | Other securities | — | — | $363K | 2.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $291K | 2.0% | |
| Principal Life Insurance Company Mid Cap Value 1 Separate Account | Pooled Separate Accounts | — | — | $247K | 1.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $247K | 1.7% | |
| Vanguard Group Explorer Admiral Fund | Mutual Funds | — | — | $244K | 1.7% | |
| Dimensional Fund Advisors US Small Cap Value 1 Fund | Mutual Funds | — | — | $224K | 1.5% | |
| Notes Receivable from Participants 4.25-9.50%, maturing on various dates through November 2029 | Bonds / Notes | — | — | $163K | 1.1% | |
| RELIANCE TRUST SVF METLIFE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
