How big is Harlin & JUNG, Inc. DBA PDX Wealth Management's plan?

Harlin & JUNG, Inc. DBA PDX Wealth Management's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20251001174417NAL0012904161001

Harlin & JUNG, Inc. DBA PDX Wealth Management

Name: Harlin & JUNG, Inc. DBA PDX Wealth Management — Form 5500 Plan 001 (2024)
Creator: Harlin & JUNG, Inc. DBA PDX Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PDX Wealth Management 401(k) PSP

401(k) retirement plan · Harlin & JUNG, Inc. DBA PDX Wealth Management's PDX Wealth Management 401(k) PSP held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Harlin & JUNG, Inc. DBA PDX Wealth Management's EIN is 59-3827309.

EIN 59-3827309

Plan number 001

Plan year 2024

ACK ID 20251001174417NAL0012904161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harlin & JUNG, Inc. DBA PDX Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harlin & JUNG, Inc. DBA PDX Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARLIN & JUNG, INC. DBA PDX WEALTH MANAGEMENT.

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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