How big is Harbor Management Company, LLC's plan?

Harbor Management Company, LLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250624160851NAL0004152403001

Harbor Management Company, LLC

Name: Harbor Management Company, LLC — Harbor Management, Form 5500 (2024)
Creator: Harbor Management Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbor Management Company 401(k) Plan

401(k) retirement plan · Harbor Management Company, LLC's Harbor Management Company 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Amanda Townzen signed Harbor Management Company, LLC's 2024 Form 5500 as plan administrator.

Amanda Townzen — 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

Harbor Management Company, LLC's EIN is 81-3350046.

EIN 81-3350046

Plan number 001

Plan year 2024

ACK ID 20250624160851NAL0004152403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harbor Management Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harbor Management Company, 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 HARBOR MANAGEMENT COMPANY, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

HARBOR MANAGEMENT COMPANY, LLC

EIN

all filings

Address

5342 CLARK ROAD #3227 · SARASOTA, FL · 34233

Phone

(941) 342-1688

Industry

Real Estate

Plan administrator