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Original filing (PDF)20250909142526NAL0033802368001
HARMONIA HOLDINGS GROUP, LLC
Form 5500
FILING_RECEIVED
HARMONIA HOLDINGS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
395
Accounts w/ balance
441
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARMONIA HOLDINGS GROUP, LLC.
Plan sponsor
Name
HARMONIA HOLDINGS GROUP, LLC
EIN
43-2103421
Address
8180 GREENSBORO DRIVE - SUITE 1000 · MCLEAN, VA · 22102
Phone
(540) 951-5900
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-09
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $42K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INVESTMENT | 46-4255096 | — | RIA | $30K | — |
Investments
31 direct securities · 1 pooled fund· $37.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$37.1M
31 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Stable Value Fund | — | — | — | $6.4M | 17.4% | |
| Fidelity 500 Index Fund | — | — | — | $5.9M | 16.0% | |
| " Total Market Index Fund | — | — | — | $5.2M | 14.1% | |
| " Target Retirement 2040 Fund | — | — | — | $3.0M | 8.2% | |
| AB Large Cap Growth Fund | — | — | — | $2.9M | 7.9% | |
| " Target Retirement 2030 Fund | — | — | — | $2.7M | 7.2% | |
| " Mid Cap Index Fund | — | — | — | $1.1M | 3.0% | |
| " Target Retirement 2045 Fund | — | — | — | $1.0M | 2.8% | |
| Parametric International Equity Fund | — | — | — | $956K | 2.6% | |
| " US Bond Index Fund | — | — | — | $848K | 2.3% | |
| Macquarie Mid Cap Growth | — | — | — | $802K | 2.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $739K | 2.0% | |
| " Value Index Fund | — | — | — | $736K | 2.0% | |
| " Target Retirement 2035 Fund | — | — | — | $588K | 1.6% | |
| " RAE US Small Fund | — | — | — | $527K | 1.4% | |
| American Century Small Cap Growth Fund | — | — | — | $519K | 1.4% | |
| " Target Retirement 2050 Fund | — | — | — | $437K | 1.2% | |
| Fuller & Thaler Behavioral Small Cap Equity Fund | — | — | — | $429K | 1.2% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | — | — | — | $419K | 1.1% | |
| " Target Retirement 2055 Fund | — | — | — | $396K | 1.1% | |
| " Target Retirement Income Fund | — | — | — | $354K | 1.0% | |
| Principal Real Estate Securities Fund | — | — | — | $219K | 0.6% | |
| BlackRock Mid Cap Value Fund | — | — | — | $166K | 0.4% | |
| " Target Retirement 2025 Fund | — | — | — | $140K | 0.4% | |
| " Emerging Markets Fund | — | — | — | $139K | 0.4% | |
| " Target Retirement 2060 Fund | — | — | — | $118K | 0.3% | |
| " Target Retirement 2065 Fund | — | — | — | $104K | 0.3% | |
| " Target Retirement 2070 Fund | — | — | — | $13K | <0.1% | |
| PGIM High Yield Fund | — | — | — | $10K | <0.1% | |
| PIMCO International Bond Fund | — | — | — | $9K | <0.1% | |
| JPMorgan US Govt Money Market Fund | — | — | — | $8K | <0.1% | |
| JOHN HANCOCK POOLED SEPARATE ACCTS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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