How big is HARA Financial Services, LLC's plan?

HARA Financial Services, LLC's plan reported $2.0M in assets and 3 participants for 2025.

Original filing (PDF)20260518153719NAL0000255440001

HARA Financial Services, LLC

Name: HARA Financial Services, LLC — HARA Financial, Form 5500 (2025)
Creator: HARA Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HARA Financial Services 401(k) Plan

401(k) retirement plan · HARA Financial Services, LLC's HARA Financial Services 401(k) Plan held $2.0M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Sean HARA signed HARA Financial Services, LLC's 2025 Form 5500 as plan administrator.

Sean HARA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HARA Financial Services, LLC's EIN is 63-1230075.

EIN 63-1230075

Plan number 001

Plan year 2025

ACK ID 20260518153719NAL0000255440001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HARA Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HARA Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARA FINANCIAL SERVICES, LLC.

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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