2023 Form 5500 filing — Harbor Capital Advisors, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011110315NAL0022626033001) for Harbor Capital Advisors, Inc. 401(K) Plan, reported by Harbor Capital Advisors, Inc. under EIN 34-1953397 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$82.7MReported net assets$82,737,308
Participants288
Provider compensation$3.2K1 Schedule C row(s)$3,156
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011110315NAL0022626033001
Plan sponsor
Harbor Capital Advisors, Inc.
EIN
34-1953397
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$82.7M total assets
Net assets$82.7MLiabilities$0
Money in vs. money out
Total income / additions$22.9M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
Employer$4.1M
Participant$3M
Full reported line items
Total assets (EOY)
$82,737,308
Total liabilities (EOY)
$0
Net assets (EOY)
$82,737,308
Employer contributions
$4,135,166
Participant contributions
$3,019,936
Total income / additions
$22,938,459
Benefits paid
$2,994,115
Administrative expenses
$3,156
Total expenses
$2,997,271
Net increase / (decrease)
$19,941,188
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011110315NAL0022626033001 cover?
It is the 2023 Form 5500 filing for Harbor Capital Advisors, Inc. 401(K) Plan, reported by Harbor Capital Advisors, Inc. (EIN 34-1953397).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages