Original filing (PDF)20251015165831NAL0010749058001

HARBOR REALTY, INC. OF CHARLOTTE COUNTY

Name: HARBOR REALTY, INC. OF CHARLOTTE COUNTY — HARBOR REALTY, INC. OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: HARBOR REALTY, INC. OF CHARLOTTE COUNTY

Form 5500-SF

FILING_RECEIVED

HARBOR REALTY, INC. OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARBOR REALTY, INC. OF CHARLOTTE COUNTY.

Plan sponsor

Name

HARBOR REALTY, INC. OF CHARLOTTE COUNTY

EIN

65-0343234all filings

Address

2815 TAMIAMI TRAIL · PUNTA GORDA, FL · 33950

Phone

(941) 639-0928

Industry

Real Estatesee all

Plan administrator