Original filing (PDF)20260430084940NAL0011368353001

Harrison Wealth Management Group, Ltd.

Name: Harrison Wealth Management Group, Ltd. — Form 5500 Plan 002 (2025)
Creator: Harrison Wealth Management Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harrison Wealth Management Group, Ltd. Retirement Plan

Defined-contribution retirement plan · Harrison Wealth Management Group, Ltd.'s Harrison Wealth Management Group, Ltd. Retirement Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Brandon Harrison signed Harrison Wealth Management Group, Ltd.'s 2025 Form 5500 as plan administrator.

Brandon Harrison — 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

Harrison Wealth Management Group, Ltd.'s EIN is 81-4341519.

EIN 81-4341519

Plan number 002

Plan year 2025

ACK ID 20260430084940NAL0011368353001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harrison Wealth Management Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harrison Wealth Management Group, Ltd.'s plan includes 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 HARRISON WEALTH MANAGEMENT GROUP, LTD.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score