How big is Wealthharbor Capital Group, LLC's plan?

Wealthharbor Capital Group, LLC's plan reported $279K in assets and 2 participants for 2024.

Original filing (PDF)20250930152532NAL0011858385001

Wealthharbor Capital Group, LLC

Name: Wealthharbor Capital Group, LLC — Wealthharbor, Form 5500 (2024)
Creator: Wealthharbor Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthharbor 401(k) Profit Sharing Plan

401(k) retirement plan · Wealthharbor Capital Group, LLC's Wealthharbor 401(k) Profit Sharing Plan held $279K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

People on this filing

Brandon Grandbouche signed Wealthharbor Capital Group, LLC's 2024 Form 5500 as plan administrator.

Brandon Grandbouche — 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

Wealthharbor Capital Group, LLC's EIN is 72-1442258.

EIN 72-1442258

Plan number 001

Plan year 2024

ACK ID 20250930152532NAL0011858385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealthharbor Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthharbor Capital Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTHHARBOR CAPITAL GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WEALTHHARBOR CAPITAL GROUP, LLC

EIN

all filings

Address

365 CANAL STREET, SUITE 3050 · NEW ORLEANS, LA · 70130

Phone

(504) 482-1962

Industry

Finance & Insurance

Plan administrator