How big is Harbor Pointe Credit Union's plan?

Harbor Pointe Credit Union's plan reported $3.1M in assets and 26 participants for 2025.

Original filing (PDF)20260326131532NAL0002855331001

Harbor Pointe Credit Union

Name: Harbor Pointe Credit Union — Harbor Pointe Credit, Form 5500 (2025)
Creator: Harbor Pointe Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbor Pointe Credit Union Employees' 401(k) Plan & Trust

401(k) retirement plan · Harbor Pointe Credit Union's Harbor Pointe Credit Union Employees' 401(k) Plan & Trust held $3.1M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

LISA Herstad signed Harbor Pointe Credit Union's 2025 Form 5500 as plan administrator.

LISA Herstad — 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 Pointe Credit Union's EIN is 41-0226825.

EIN 41-0226825

Plan number 002

Plan year 2025

ACK ID 20260326131532NAL0002855331001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harbor Pointe Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harbor Pointe Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARBOR POINTE CREDIT UNION.

Finding similar companies…

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