Original filing (PDF)20250911094958NAL0000142339001

THE HARBOR GROUP OF SOUTH FLORIDA, INC.

Name: THE HARBOR GROUP OF SOUTH FLORIDA, INC. — THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: THE HARBOR GROUP OF SOUTH FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HARBOR GROUP OF SOUTH FLORIDA, INC..

Plan sponsor

Name

THE HARBOR GROUP OF SOUTH FLORIDA, INC.

EIN

86-2264168all filings

Address

80G MONTAUK HIGHWAY · AMITY HARBOR, NY · 11701

Phone

(631) 504-5764

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator