Original filing (PDF)20250521122758NAL0001822115001

Harsh & Associates Financial Adviso

Name: Harsh & Associates Financial Adviso — Harsh & Associ, Form 5500 (2024)
Creator: Harsh & Associates Financial Adviso
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harsh & Associates 401(k) Plan

401(k) retirement plan · Harsh & Associates Financial Adviso's Harsh & Associates 401(k) Plan held $193K in plan assets for 2 participants in 2024.

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