Original filing (PDF)20250421220406NAL0003565169076

HARDING WEALTH MANAGEMENT

Name: HARDING WEALTH MANAGEMENT — HARDING WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: HARDING WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

HARDING WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

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 (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

HARDING WEALTH MANAGEMENT

EIN

88-2836372all filings

Address

47 SANFORDVILLE RD · WARWICK, NY · 10990

Phone

(914) 772-6814

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BRANDON M. STROPE

FLATIRONS FINANCIAL PLANNING 401(K) PLAN

$122K · 6 participants

AM FINANCIAL GROUP, LLC

AM FINANCIAL GROUP RETIREMENT PLAN

$122K · 5 participants

THE CENTURION FOUNDATION, INC.

THE CENTURION FOUNDATION, INC. CASH BALANCE PLAN

$122K · 3 participants

GMS CAPITAL PARTNERS LLC

GMS CAPITAL PARTNERS LLC 401(K) PLAN

$122K · 2 participants

PEREZ INSURANCE & FINANCIAL SERV

PEREZ INSURANCE & FINANCIAL SERVICES LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.