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Original filing (PDF)20251023112405NAL0001796177001
HARBOR ROOFING AND CONTRACTING, INC
Form 5500
FILING_RECEIVED
HARBOR ROOFING AND CONTRACTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
79
Accounts w/ balance
95
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARBOR ROOFING AND CONTRACTING, INC.
Plan sponsor
Name
HARBOR ROOFING AND CONTRACTING, INC
EIN
46-4705635
Address
2144 PRIEST BRIDGE CT., SUITE 13 · CROFTON, MD · 21114
Phone
(410) 451-1001
Industry
Constructionsee 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
2025-10-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALTA CPA GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
17 direct securities · 1 pooled fund· $5.5M(100% of reported assets)
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.
Pooled Separate Account
$2.7M
1 holding
Uncategorized
$2.7M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $2.7M | 100.0% | |
| Minnesota Life Insurance Company Ishares S&P 500 Index Service | — | — | — | $351K | 12.9% | |
| Minnesota Life Insurance Company JPMorgan Large Cap Growth | — | — | — | $348K | 12.8% | |
| Minnesota Life Insurance Company William Blair Large Cap Growth | — | — | — | $331K | 12.2% | |
| Minnesota Life Insurance Company JPMorgan Large Cap Value R6 | — | — | — | $309K | 11.3% | |
| Minnesota Life Insurance Company Securian AM Money Market | — | — | — | $194K | 7.1% | |
| Minnesota Life Insurance Company Vanguard Intermediate Bond Index Adm | — | — | — | $181K | 6.6% | |
| Minnesota Life Insurance Company Fidelity Advantage Total Bond | — | — | — | $165K | 6.0% | |
| Minnesota Life Insurance Company Fidelity Global Ex Us Index | — | — | — | $120K | 4.4% | |
| Minnesota Life Insurance Company Vanguard Mid Cap Index Adm | — | — | — | $113K | 4.1% | |
| Minnesota Life Insurance Company Vanguard Small Cap Index Fund Adm | — | — | — | $113K | 4.1% | |
| Minnesota Life Insurance Company Morgan Stanley Inst International Opp | — | — | — | $103K | 3.8% | |
| Minnesota Life Insurance Company American Funds New World Fund R6 | — | — | — | $102K | 3.8% | |
| Minnesota Life Insurance Company American Funds New Persepctive Fund R6 | — | — | — | $101K | 3.7% | |
| Minnesota Life Insurance Company Janus Hendeerson Enterprise I | — | — | — | $95K | 3.5% | |
| Minnesota Life Insurance Company Janus Henderson Triton N | — | — | — | $93K | 3.4% | |
| Minnesota Life Insurance Company Fidelity Real Estate Index | — | — | — | $4K | 0.1% | |
| Minnesota Life Insurance Company Schwab Fundamental US Large Company Index | — | — | — | $3K | 0.1% |
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