How big is Harding Wealth Management's plan?

Harding Wealth Management's plan reported $472K in assets and 1 participants for 2025.

Original filing (PDF)20260428220150NAL0005804435028

Harding Wealth Management

Name: Harding Wealth Management — Harding Wealth, Form 5500 (2025)
Creator: Harding Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harding Wealth Management 401(k) Plan

401(k) retirement plan · Harding Wealth Management's Harding Wealth Management 401(k) Plan held $472K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$472K

Net assets (EOY)

$472K

Plan identifiers

Harding Wealth Management's EIN is 88-2836372.

EIN 88-2836372

Plan number 001

Plan year 2025

ACK ID 20260428220150NAL0005804435028

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harding Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harding Wealth Management'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 HARDING WEALTH MANAGEMENT.

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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