Nicole Richardson signed Harbor Group Management Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harbor Group Management Co.'s EIN is 54-1329081.
Download the official 2024 Form 5500 (PDF) for Harbor Group Management Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harbor Group Management Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT SERVICES | — | NORFOLK, VA | NONE | $99K | — |
| PI | % 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 - | Cash / Money Market | — | — | $1.4M | 2.6% |
