Suzanne MAY signed Harbor Employees, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harbor Employees, LLC's EIN is 92-0678860.
Download the official 2024 Form 5500 (PDF) for Harbor Employees, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harbor Employees, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | — | ALISO VIEJO, CA | NONE | $57K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $9.0M | 17.1% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 101 | Common Collective Trust | — | — | $8.6M | 16.4% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $8.0M | 15.2% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $4.7M | 8.9% | |
| LARGE CAP GROWTH FUND III CL I1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.7M | 7.0% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $3.3M | 6.3% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $3.3M | 6.2% | |
| GG EUROPACIFIC GROWTH TRUST I1 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.7% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.3M | 2.5% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $1.0M | 2.0% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $951K | 1.8% | |
| Fidelity Small Cap Growth Z Fidelity 0 | Mutual Funds | — | — | $860K | 1.6% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $709K | 1.4% | |
| Lord Abbett High Yield R6 Lord Abbett 0 | Mutual Funds | — | — | $674K | 1.3% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $582K | 1.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $520K | 1.0% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $505K | 1.0% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $457K | 0.9% | |
| SMALL CAP VALUE FUND II I1 GREAT GRAY TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $406K | 0.8% | |
| BLACKROCK TOTAL RETURN BOND 6 GREAT GRAY TRUST · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $393K | 0.7% | |
| Victory Sycamore Established Val R6 Victory 0 | Other securities | — | — | $342K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $303K | 0.6% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $296K | 0.6% | |
| FLEXPATH INDEX MODERATE 2065 R1 GREAT GRAY TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $214K | 0.4% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $140K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 GREAT GRAY TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $129K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $82K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $77K | 0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2065 R1 GREAT GRAY TRUST · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $49K | <0.1% | |
| AB Global Bond Z Alliance Bernstein 0 | Other securities | — | — | $33K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2065 R1 GREAT GRAY TRUST · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $641 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 R1 GREAT GRAY TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
