· 2022–2024 · DOL EFAST2

HARBOUR BRIDGE ADVISORS, LLC — HARBOUR BRIDGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250828122922NAL0010460657001

HARBOUR BRIDGE ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

HARBOUR BRIDGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

6

Accounts w/ balance

5

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HARBOUR BRIDGE ADVISORS, LLC

EIN

39-2065621all filings

Address

26 MAIN STREET · SUITE 303 · CHATHAM, NJ · 07928

Phone

(908) 273-9625

Industry

Finance & Insurancesee all

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

2025-08-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LAIRD SQUARED LLC

LAIRD SQUARED LLC 401(K) PROFIT SHARING PLAN & TRUST

$865K · 2 participants

LEADING EDGE FINANCIAL PLANNING LLC

LEADING EDGE FINANCIAL PLANNING 401(K) PLAN

$859K · 10 participants

PLATANIA FINANCIAL INC.

PLATANIA FINANCIAL INC. PROFIT SHARING PLAN & TRUST

$853K · 4 participants

FRANCHISE EQUITY PARTNERS LLC

FRANCHISE EQUITY PARTNERS 401(K) PLAN

$853K · 21 participants

CAMANO FINANCIAL HOLDINGS, INC.

CAMANO FINANCIAL HOLDINGS, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.