HARBOR INVESTMENT
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
55
Active participants
75,508
Total plan assets
$2.3B
Filings (rows)
55
Direct comp
$2.5M
Indirect comp
$170K
Aggregating 3 name variants under "HARBOR INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant40
Other15
Top plans served
All 55 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| AVI-SPL LLC AVI-SPL 401(K) PLAN | TAMPA, FL | Advisor / Consultant ADVISOR | 3,293 | $249.4M | $70K |
| AVI-SPL LLC AVI-SPL 401(K) PLAN | TAMPA, FL | Advisor / Consultant CONSULTANT | 3,261 | $213.3M | $70K |
| AVI-SPL LLC AVI-SPL 401(K) PLAN | TAMPA, FL | Advisor / Consultant INVESTMENT ADVISOR | 2,865 | $167.1M | $70K |
| HUNT VALLEY HOLDINGS LLC FUNDAMENTAL RETIREMENT SAVINGS PLAN | SPARKS, MD | Advisor / Consultant ADVISOR | 8,516 | $122.5M | $180K |
| HUNT VALLEY HOLDINGS LLC FUNDAMENTAL RETIREMENT SAVINGS PLAN | SPARKS, MD | Advisor / Consultant ADVISOR | 8,194 | $111.5M | $180K |
| HUMAN RESOURCES, INC. HUMAN RESOURCES, INC. RETIREMENT SAVINGS PLAN | CROFTON, MD | Advisor / Consultant FINANCIAL ADVISOR | 1,102 | $99.4M | $105K |
| HUNT VALLEY HOLDINGS LLC FUNDAMENTAL RETIREMENT SAVINGS PLAN | SPARKS, MD | Advisor / Consultant ADVISOR | 7,282 | $98.6M | $180K |
| R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE, MD | Other INVESTMENT/FINANCIAL ADVI | 1,994 | $92.8M | $60K |
| R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE, MD | Other INVESTMENT/FINANCIAL ADVI | 2,049 | $82.0M | $60K |
| HUMAN RESOURCES, INC. HUMAN RESOURCES, INC. RETIREMENT SAVINGS PLAN | CROFTON, MD | Advisor / Consultant FINANCIAL ADVISOR | 1,092 | $78.6M | $90K |
| MARINER HEALTH CARE MARINER SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 4,318 | $75.2M | $102K |
| R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE, MD | Other INVESTMENT/FINANCIAL ADVI | 2,012 | $70.8M | $60K |
| MARINER HEALTH CARE MARINER SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 4,375 | $69.2M | $102K |
| HUMAN RESOURCES, INC. HUMAN RESOURCES, INC. RETIREMENT SAVINGS PLAN | CROFTON, MD | Advisor / Consultant FINANCIAL ADVISOR | 997 | $66.8M | $86K |
| MARINER HEALTH CARE MARINER SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 4,380 | $59.2M | $102K |
| MORRIS & RITCHIE ASSOCIATES, INC. THE PSMC COMPANIES 401(K) AND PROFIT SHARING PLAN | ABINGDON, MD | Advisor / Consultant ADVISOR | 679 | $50.7M | $30K |
| DIAMOND COMIC DISTRIBUTORS, INC. DIAMOND EMPLOYEE SAVINGS AND 401(K) PLAN PROFIT SHARING PLAN AND TRUST | HUNT VALLEY, MD | Advisor / Consultant INVESTMENT ADVISOR | 601 | $37.9M | $53K |
| DIAMOND COMIC DISTRIBUTORS, INC. DIAMOND EMPLOYEE SAVINGS AND 401(K) PLAN PROFIT SHARING PLAN AND TRUST | HUNT VALLEY, MD | Advisor / Consultant INVESTMENT ADVISOR | 679 | $35.6M | $46K |
| AMERICAN GASTROENTEROLOGICAL ASSOCIATION AGA INSTITUTE RETIREMENT PLAN | BETHESDA, MD | Advisor / Consultant INVESTMENT ADVISORY | 99 | $34.6M | $20K |
| BERETTA U.S.A. CORPORATION BERETTA U.S.A. CORPORATION 401(K) & PROFIT SHARING PLAN | ACCOKEEK, MD | Other NONE | 275 | $34.4M | $73K |
| BLUE RIDGE BEVERAGE COMPANY, INC. BLUE RIDGE BEVERAGE COMPANY, INC. PROFIT SHARING PLAN | SALEM, VA | Advisor / Consultant INVESTMENT ADVISOR | 487 | $31.1M | $60K |
| DIAMOND COMIC DISTRIBUTORS, INC. DIAMOND EMPLOYEE SAVINGS AND 401(K) PLAN PROFIT SHARING PLAN AND TRUST | HUNT VALLEY, MD | Advisor / Consultant INVESTMENT ADVISOR | 632 | $30.8M | $47K |
| AMERICAN GASTROENTEROLOGICAL ASSOCIATION AGA INSTITUTE RETIREMENT PLAN | BETHESDA, MD | Advisor / Consultant INVESTMENT ADVISORY | 96 | $30.3M | $0 |
| LARSON GROSS P.L.L.C. LARSON GROSS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM, WA | Other NONE | 184 | $30.2M | $41K |
| BLUE RIDGE BEVERAGE COMPANY, INC. BLUE RIDGE BEVERAGE COMPANY, INC. PROFIT SHARING PLAN | SALEM, VA | Advisor / Consultant INVESTMENT ADVISOR | 497 | $29.3M | $60K |
| BLUE RIDGE BEVERAGE COMPANY, INC. BLUE RIDGE BEVERAGE COMPANY, INC. PROFIT SHARING PLAN | SALEM, VA | Advisor / Consultant INVESTMENT ADVISOR | 450 | $25.4M | $60K |
| LARSON GROSS P.L.L.C. LARSON GROSS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM, WA | Other NONE | 172 | $25.3M | $41K |
| AMERICAN GASTROENTEROLOGICAL ASSOCIATION AGA INSTITUTE RETIREMENT PLAN | BETHESDA, MD | Advisor / Consultant INVESTMENT ADVISORY | 98 | $24.9M | $24K |
| CYBERCORE TECHNOLOGIES, LLC CYBERCORE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | ELKRIDGE, MD | Advisor / Consultant ADVISOR | 140 | $23.2M | $32K |
| CYBERCORE TECHNOLOGIES, LLC CYBERCORE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | ELKRIDGE, MD | Advisor / Consultant ADVISOR | 145 | $21.3M | $32K |
| LARSON GROSS P.L.L.C. LARSON GROSS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM, WA | Other NONE | 138 | $21.0M | $41K |
| MHH HOLDINGS III, LLC MGA HOME HEALTHCARE 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISORY | 3,852 | $20.8M | $0 |
| CYBERCORE TECHNOLOGIES, LLC CYBERCORE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | ELKRIDGE, MD | Advisor / Consultant ADVISOR | 249 | $20.0M | $32K |
| MCLEAN CONTRACTING COMPANY MCLEAN CONTRACTING COMPANY 401(K) RETIREMENT PLAN | GLEN BURNIE, MD | Advisor / Consultant INVESTMENT ADVISOR | 397 | $17.8M | $24K |
| COMPLETE HOLDINGS GROUP, INC. COMPLETE HOLDINGS GROUP INC., 401(K) PLAN | FRANKLIN, TN | Other RETAINED BY EMPLOYER | 819 | $16.0M | $25K |
| MHH HOLDINGS III, LLC MGA HOME HEALTHCARE 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISORY | 3,295 | $15.6M | $0 |
| MCLEAN CONTRACTING COMPANY MCLEAN CONTRACTING COMPANY 401(K) RETIREMENT PLAN | GLEN BURNIE, MD | Advisor / Consultant INVESTMENT ADVISOR | 282 | $14.7M | $26K |
| MCLEAN CONTRACTING COMPANY MCLEAN CONTRACTING COMPANY 401(K) RETIREMENT PLAN | GLEN BURNIE, MD | Advisor / Consultant INVESTMENT ADVISOR | 282 | $12.9M | $32K |
| LEN THE PLUMBER, LLC LEN THE PLUMBER, LLC RETIREMENT PLAN | BALTIMORE, MD | Advisor / Consultant ADVISOR | 535 | $12.2M | $26K |
| MHH HOLDINGS III, LLC MGA HOME HEALTHCARE 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISORY | 2,538 | $10.7M | $0 |
| LEN THE PLUMBER, LLC LEN THE PLUMBER, LLC RETIREMENT PLAN | BALTIMORE, MD | Advisor / Consultant ADVISOR | 529 | $9.5M | $0 |
| HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA, FL | Advisor / Consultant ADVISOR | 170 | $7.8M | $14K |
| LEN THE PLUMBER, LLC LEN THE PLUMBER, LLC RETIREMENT PLAN | BALTIMORE, MD | Advisor / Consultant ADVISOR | 423 | $7.3M | $0 |
| US LACROSSE, INC. USA LACROSSE 403(B) RETIREMENT PLAN | SPARKS, MD | Advisor / Consultant INVESTMENT ADVISOR | 87 | $6.4M | $26K |
| HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA, FL | Advisor / Consultant ADVISOR | 158 | $6.2M | $10K |
| US LACROSSE, INC. USA LACROSSE 403(B) RETIREMENT PLAN | SPARKS, MD | Advisor / Consultant INVESTMENT ADVISOR | 103 | $6.0M | $26K |
| HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA, FL | Advisor / Consultant ADVISOR | 186 | $5.1M | $11K |
| US LACROSSE, INC. USA LACROSSE 403(B) RETIREMENT PLAN | SPARKS, MD | Advisor / Consultant INVESTMENT ADVISOR | 85 | $5.0M | $26K |
| MISCELLANEOUS METALS, INC. MISCELLANEOUS METALS, INC. 401(K) RETIREMENT BENEFIT PLAN | WALKERSVILLE, MD | Other NONE | 122 | $3.5M | $11K |
| BRINTON WOODS HEALTH CARE CENTER, LLC BRINTON WOODS 401(K) PROFIT SHARING PLAN | SYKESVILLE, MD | Other NONE | 49 | $1.8M | $9K |
| BRINTON WOODS MANAGEMENT COMPANY BRINTON WOODS 401(K) PROFIT SHARING PLAN | SYKESVILLE, MD | Other NONE | 71 | $1.8M | $8K |
| BRINTON WOODS HEALTH CARE CENTER, LLC BRINTON WOODS 401(K) PROFIT SHARING PLAN | SYKESVILLE, MD | Other NONE | 66 | $1.6M | $8K |
| BRINTON WOODS HEALTH CARE CENTER, LLC BRINTON WOODS 401(K) PROFIT SHARING PLAN | SYKESVILLE, MD | Other NONE | 58 | $1.5M | $8K |
| BRINTON WOODS HEALTH CARE CENTER, LLC BRINTON WOODS 401(K) PROFIT SHARING PLAN | SYKESVILLE, MD | Other NONE | 50 | $1.5M | $8K |
| LARSON GROSS P.L.L.C. LARSON GROSS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM, WA | Other NONE | 0 | $0 | $31K |