How big is Harbour Investment Management, LLC's plan?

Harbour Investment Management, LLC's plan reported $82K in assets and 2 participants for 2024.

Original filing (PDF)20251009155851NAL0016559826001

Harbour Investment Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Harbour Investment Management, LLC 401(k) Plan

401(k) retirement plan · Harbour Investment Management, LLC's Harbour Investment Management, LLC 401(k) Plan held $82K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

People on this filing

Richard Tatum signed Harbour Investment Management, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Harbour Investment Management, LLC's EIN is 91-2093427.

EIN 91-2093427

Plan number 001

Plan year 2024

ACK ID 20251009155851NAL0016559826001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Harbour Investment Management, 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 HARBOUR INVESTMENT MANAGEMENT, 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