Harvard Investments, Inc. 401 (K) Plan

Kathleen Phares signed Harvard Investments, Inc. 401 (K) Plan's 2024 Form 5500 as plan administrator.

• Kathleen Phares — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Harvard Investments, Inc. 401 (K) Plan's EIN is 86-0448708.

Download the official 2024 Form 5500 (PDF) for Harvard Investments, Inc. 401 (K) Plan from the U.S. Department of Labor's EFAST2 system.

Harvard Investments, Inc. 401 (K) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).