Original filing (PDF)20250521122758NAL0001822115001

HARSH & ASSOCIATES FINANCIAL ADVISO

Name: HARSH & ASSOCIATES FINANCIAL ADVISO — HARSH & ASSOCIATES 401K PLAN, Form 5500 (2024)
Creator: HARSH & ASSOCIATES FINANCIAL ADVISO

Form 5500-SF

FILING_RECEIVED

HARSH & ASSOCIATES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARSH & ASSOCIATES FINANCIAL ADVISO.

Plan sponsor

Name

HARSH & ASSOCIATES FINANCIAL ADVISO

DBA

HARSH & ASSOCIATES FINANCIAL ADVISORY

EIN

47-1306854all filings

Address

6011 RENAISSANCE PLACE · UNIT 2 · TOLEDO, OH · 43623

Phone

(419) 882-1948

Industry