Original filing (PDF)20250214135823NAL0024253601001

HARBOUR WEALTH MANAGEMENT GROUP, INC

Name: HARBOUR WEALTH MANAGEMENT GROUP, INC — HARBOUR WEALTH MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: HARBOUR WEALTH MANAGEMENT GROUP, INC

Form 5500-SF

FILING_RECEIVED

HARBOUR WEALTH MANAGEMENT GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

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 average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HARBOUR WEALTH MANAGEMENT GROUP, INC

EIN

86-3297747all filings

Address

126 SEVEN FARMS DR. STE. 150 · CHARLESTON, SC · 29492

Phone

(843) 377-8448

Industry

Finance & Insurancesee all

Plan administrator