How big is MB Advisory Services, Inc. DBA Harbour Financial's plan?

MB Advisory Services, Inc. DBA Harbour Financial's plan reported $819K in assets and 4 participants for 2024.

Original filing (PDF)20251014092543NAL0001170403001

MB Advisory Services, Inc. DBA Harbour Financial

Name: MB Advisory Services, Inc. DBA Harbour Financial — Form 5500 Plan 001 (2024)
Creator: MB Advisory Services, Inc. DBA Harbour Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbour Financial 401 (K) Plan

401(k) retirement plan · MB Advisory Services, Inc. DBA Harbour Financial's Harbour Financial 401 (K) Plan held $819K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$819K

Net assets (EOY)

$819K

Plan identifiers

MB Advisory Services, Inc. DBA Harbour Financial's EIN is 81-4631651.

EIN 81-4631651

Plan number 001

Plan year 2024

ACK ID 20251014092543NAL0001170403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MB Advisory Services, Inc. DBA Harbour Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MB Advisory Services, Inc. DBA Harbour Financial's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MB ADVISORY SERVICES, INC. DBA HARBOUR FINANCIAL.

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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