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Original filing (PDF)20251015134114NAL0009880706001
HARBOR ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
HARBOR ELECTRONICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
159
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
34 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 (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARBOR ELECTRONICS, INC..
Plan sponsor
Name
HARBOR ELECTRONICS, INC.
EIN
47-4899457
Address
4287 TECHNOLOGY DRIVE · FREEMONT, CA · 94538
Phone
(408) 988-6544
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MWG RETIREMENT PLAN SERVICES | 72-1396518 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORESIGHT WEALTH MANAGEMENT | 27-2830751 | — | FINANCIAL ADVISOR | $20K | — |
Investments
34 direct securities· $9.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Mutual Fund | — | — | — | $2.2M | 22.4% | |
| Fidelity Freedom Index 2025 Mutual Fund | — | — | — | $1.4M | 14.8% | |
| Fidelity Freedom Index 2030 Mutual Fund | — | — | — | $1.3M | 13.9% | |
| Fidelity Freedom Index 2020 Mutual Fund | — | — | — | $793K | 8.2% | |
| Fidelity Freedom Index 2040 Mutual Fund | — | — | — | $620K | 6.4% | |
| Wells Fargo Money market fund | — | — | — | $546K | 5.6% | |
| maturing through November 2029 0 | — | — | — | $531K | 5.5% | |
| Fidelity Freedom Index 2055 Mutual Fund | — | — | — | $290K | 3.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $243K | 2.5% | |
| Vanguard Short-Term Copr BD IDX Admiral Mutual Fund | — | — | — | $184K | 1.9% | |
| Fidelity Freedom Index 2045 Mutual Fund | — | — | — | $174K | 1.8% | |
| Vanguard High-Yield Corporate Inv Mutual Fund | — | — | — | $154K | 1.6% | |
| TIAA-CREF Large Cap Gr Idx Instl Mutual Fund | — | — | — | $136K | 1.4% | |
| Fidelity Freedom Index 2050 Mutual Fund | — | — | — | $129K | 1.3% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $127K | 1.3% | |
| TIAA-CREF International Eq Idx Instl Mutual Fund | — | — | — | $107K | 1.1% | |
| Vanguard Mid Cap Grw Index Admiral Mutual Fund | — | — | — | $104K | 1.1% | |
| Vanguard Interm-term inv grade adm Mutual Fund | — | — | — | $100K | 1.0% | |
| Vanguard health care index adm Mutual Fund | — | — | — | $67K | 0.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $64K | 0.7% | |
| Vanguard Ftse All World Ex Us Sm Cap Mutual Fund | — | — | — | $62K | 0.6% | |
| Fidelity Small Cap Index Fs Instl Prem Cl Mutual Fund | — | — | — | $57K | 0.6% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $56K | 0.6% | |
| Vanguard Information Technology Indx Mutual Fund | — | — | — | $46K | 0.5% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $39K | 0.4% | |
| Fidelity Emerg Mkts Index Fd Inst Pre Mutual Fund | — | — | — | $24K | 0.2% | |
| Fidelity Freedom Index 2060 Mutual Fund | — | — | — | $21K | 0.2% | |
| Lord Abbet Fltg Rate Fd R6 Mutual Fund | — | — | — | $19K | 0.2% | |
| Fidelity Govt Money Market Money market fund | — | — | — | $16K | 0.2% | |
| Vanguard Emg Mkts Bd Fd Admrl Shs Mutual Fund | — | — | — | $15K | 0.1% | |
| Fidelity Freedom Index 2065 Mutual Fund | — | — | — | $11K | 0.1% | |
| Vanguard SMALL Cap Grw Index Admiral Mutual Fund | — | — | — | $10K | <0.1% | |
| ISSHARES Short Term Tips Bond Index Fd Cl K Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Long-term Investment Grade Adm Mutual Fund | — | — | — | $2K | <0.1% |