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Original filing (PDF)20251014161847NAL0003384801001
HARBOR GROUP MANAGEMENT CO.
Form 5500
FILING_RECEIVED
HARBOR GROUP MANAGEMENT CO. 401(K) PLAN
401(k) retirement plan
Signals · 2
97% in single holdingNo recordkeeper disclosed
Active participants
1,382
Accounts w/ balance
1,829
Plan assets (EOY)
$54.9M
Net assets (EOY)
$54.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s 52,008,091 - -" is 97% of plan.
- 49 bps in Schedule C fees — 209% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARBOR GROUP MANAGEMENT CO..
Plan sponsor
Name
HARBOR GROUP MANAGEMENT CO.
EIN
54-1329081
Address
999 WATERSIDE DRIVE · SUITE 2300 · NORFOLK, VA · 23510
Phone
(757) 961-2063
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $172K | — |
| CERITY PARTNERS RETIREMENT SERVICES | — | NORFOLK, VA | NONE | $99K | — |
Investments
2 direct securities· $53.4M(97% of reported assets)
Mutual Funds
$52.0M
1 holding
Uncategorized
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s 52,008,091 - | Mutual Funds | — | — | $52.0M | 94.7% | |
| 2024 Level 1 Level 2 Level 3 Total Money market fund 1,433,819 - | — | — | — | $1.4M | 2.6% |
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