Harbor Investment Advisor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

514

Total plan assets

$19.1M

Filings (rows)

Direct comp

$35K

Indirect comp

Showing only "HARBOR INVESTMENT ADVISOR"

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HARBOR INVESTMENT ADVISORY49 HARBOR INVESTMENT MANAGEMENT4 HARBOR INVESTMENT ADVISOR3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HUI Huliau HUI Huliau 401(k) Profit Sharing Plan & Trust · all filings	TAMPA, FL	Advisor / Consultant	170	$7.8M	$14K	$0
HUI Huliau HUI Huliau 401(k) Profit Sharing Plan & Trust · all filings	TAMPA, FL	Advisor / Consultant	158	$6.2M	$10K	$0
HUI Huliau HUI Huliau 401(k) Profit Sharing Plan & Trust · all filings	TAMPA, FL	Advisor / Consultant	186	$5.1M	$11K	$0