How big is Harbor Group Incorporated's plan?

Harbor Group Incorporated's plan reported $31.9M in assets and 225 participants for 2024.

Original filing (PDF)20250818123437NAL0001196113001

Harbor Group Incorporated

Name: Harbor Group Incorporated — Harbor Group Incorporate, Form 5500 (2024)
Creator: Harbor Group Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Harbor Group Incorporated Profit Sharing 401(k) Plan

401(k) retirement plan · Harbor Group Incorporated's Harbor Group Incorporated Profit Sharing 401(k) Plan held $31.9M in plan assets for 225 participants in 2024, with Fidelity as recordkeeper.

Active participants

225

Accounts w/ balance

251

Plan assets (EOY)

$31.9M

Net assets (EOY)

$31.9M

People on this filing

Allen Thigpen signed Harbor Group Incorporated's 2024 Form 5500 as plan administrator.

Allen Thigpen — 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

Harbor Group Incorporated's EIN is 38-2497470.

EIN 38-2497470

Plan number 001

Plan year 2024

ACK ID 20250818123437NAL0001196113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harbor Group Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harbor Group Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 HARBOR GROUP INCORPORATED.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HARBOR GROUP INCORPORATED

EIN

all filings

Address

1115 E BROADWAY · MUSKEGON, MI · 49444

Phone

(231) 739-7152

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH	42-1445429	—	ADVISOR	$55K	—

Investments

36 direct securities· $30.5M(96% of reported assets)

Mutual Funds

$26.5M

26 holdings

Common Collective Trusts

$2.2M

3 holdings

Other securities

$1.0M

5 holdings

Bonds / Notes

$639K

1 holding

Stable Value

$159K

1 holding

					% of plan
s * Fidelity Investments Fidelity Freedom Index 2040 IPR	Mutual Funds	—	—	$3.7M	11.6%
Fidelity Investments Fidelity Freedom Index 2035 IPR	Mutual Funds	—	—	$3.4M	10.7%
Fidelity Investments Fidelity Freedom Index 2030 IPR	Mutual Funds	—	—	$3.1M	9.8%
Fidelity Investments Fidelity Contrafund Fund	Mutual Funds	—	—	$2.4M	7.6%
Fidelity Investments Fidelity Freedom Index 2045 IPR	Mutual Funds	—	—	$2.2M	6.8%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.0M	6.4%
Fidelity Investments Fidelity Freedom Index 2050 IPR	Mutual Funds	—	—	$1.9M	6.0%
Fidelity Investments Fidelity Freedom Index 2055 IPR	Mutual Funds	—	—	$1.8M	5.7%
American Funds American Funds New Economy R6 Fund	Mutual Funds	—	—	$1.5M	4.7%
Janus Henderson Janus Henderson Enterprise Fund Class T	Mutual Funds	—	—	$1.2M	3.8%
Money market fund * Fidelity Investments Fidelity Trust Government Money Market	Mutual Funds	—	—	$926K	2.9%
Fidelity Investments Fidelity Freedom Index 2025 IPR	Mutual Funds	—	—	$716K	2.2%
Fidelity Investments Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$661K	2.1%
Notes receivable from participants Interest ranging from 5.25% to 10.50%	Bonds / Notes	—	—	$639K	2.0%
American Funds American Fund Europacific Growth Fund R4	Mutual Funds	—	—	$556K	1.7%
Fidelity Investments Fidelity Freedom Index 2060 IPR	Mutual Funds	—	—	$386K	1.2%
American Funds American Fund Washington Mutual Investors Fund R6	Mutual Funds	—	—	$337K	1.1%
Baron Small Cap Institutional Fund	Other securities	—	—	$327K	1.0%
Fidelity Investments Fidelity Freedom Index 2065 IPR	Mutual Funds	—	—	$317K	1.0%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$277K	0.9%
Fidelity Investments Fidelity Mid-Cap Stock Fund	Mutual Funds	—	—	$273K	0.9%
T.Rowe Price T.Rowe Price Global Stock Fund	Other securities	—	—	$256K	0.8%
Fidelity Investments Fidelity Puritan Fund	Mutual Funds	—	—	$219K	0.7%
Vanguard Selected Value Fund	Mutual Funds	—	—	$189K	0.6%
Collective investment trust Lincoln Financial Lincoln Stable Value Fund	Stable Value	—	—	$159K	0.5%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$154K	0.5%
JP Morgan JPMorgan U.S. Value Fund Class R6	Other securities	—	—	$148K	0.5%
Columbia Small Cap Value Fund II Institutional Class	Other securities	—	—	$136K	0.4%
Principal Small Cap R5 Fund	Other securities	—	—	$133K	0.4%
Fidelity Investments Fidelity New Markets Income Fund	Mutual Funds	—	—	$131K	0.4%
Fidelity Investments Fidelity Capital and Income	Mutual Funds	—	—	$81K	0.3%
Fidelity Investments Fidelity Freedom Index Income Fund Institutional	Mutual Funds	—	—	$73K	0.2%
Fidelity Investments Fidelity Freedom Index 2020 Fund IPR	Mutual Funds	—	—	$52K	0.2%
Fidelity Investments Fidelity Freedom Index 2015 IPR	Mutual Funds	—	—	$32K	<0.1%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$31K	<0.1%
Fidelity Investments Fidelity Freedom Index 2070 IPR	Mutual Funds	—	—	$2K	<0.1%