How big is Harkness Financial LLC's plan?

Harkness Financial LLC's plan reported $591K in assets and 3 participants for 2024.

Original filing (PDF)20250917172330NAL0000814944001

Harkness Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Harkness Financial LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Harkness Financial LLC's Harkness Financial LLC 401(k) Profit Sharing Plan held $591K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$589K

Plan identifiers

Harkness Financial LLC's EIN is 84-5023313.

EIN 84-5023313

Plan number 001

Plan year 2024

ACK ID 20250917172330NAL0000814944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harkness Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harkness Financial LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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