How big is Harter Management Group LLC's plan?

Harter Management Group LLC's plan reported $412K in assets and 14 participants for 2024.

Original filing (PDF)20250718093423NAL0000728483001

Harter Management Group LLC

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

Form 5500-SF

FILING_RECEIVED

Harter Management Group LLC 401(k) Plan

401(k) retirement plan · Harter Management Group LLC's Harter Management Group LLC 401(k) Plan held $412K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

People on this filing

Marcus Bowie signed Harter Management Group LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Harter Management Group LLC's EIN is 86-1207846.

EIN 86-1207846

Plan number 001

Plan year 2024

ACK ID 20250718093423NAL0000728483001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Harter Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

HARTER MANAGEMENT GROUP LLC

EIN

all filings

Address

75 ELLIOTT RD · STE 130 · DAWSONVILLE, GA · 30534

Phone

(770) 540-9948

Industry

Engineering Services· Professional & Technical Services

Plan administrator