How big is Harbourview Equity Partners, LLC's plan?

Harbourview Equity Partners, LLC's plan reported $1.9M in assets and 27 participants for 2024.

Original filing (PDF)20250929134218NAL0011362225001

Harbourview Equity Partners, LLC

Name: Harbourview Equity Partners, LLC — Harbourview, Form 5500 (2024)
Creator: Harbourview Equity Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbourview Equity Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Harbourview Equity Partners, LLC's Harbourview Equity Partners, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

George MARC-Aurele signed Harbourview Equity Partners, LLC's 2024 Form 5500 as plan administrator.

George MARC-Aurele — 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

Harbourview Equity Partners, LLC's EIN is 84-3811230.

EIN 84-3811230

Plan number 001

Plan year 2024

ACK ID 20250929134218NAL0011362225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harbourview Equity Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harbourview Equity Partners, 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 HARBOURVIEW EQUITY PARTNERS, 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