2023 Form 5500 filing — Harbor Retirement Associates, LLC 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 20250612101431NAL0028170048001) for Harbor Retirement Associates, LLC 401(K) Plan, reported by Harbor Retirement Associates, LLC under EIN 04-3585453 and plan number 001. It reports 1,554 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)$7.5MReported net assets$7,498,538

Participants1.6K1,554

Provider compensation$68.3K4 Schedule C row(s)$68,259

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250612101431NAL0028170048001
Plan sponsor: Harbor Retirement Associates, LLC
EIN: 04-3585453
Plan number: 001
Location: Vero Beach, FL
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)$7.5M total assets

Net assets$7.5MLiabilities$0

Money in vs. money out

Total income / additions$3.2M

Total expenses$2.3M

Benefits paid / distributions$2.3M

Contributions

Employer$705.7K

Participant$1.2M

Full reported line items

Total assets (EOY): $7,498,538
Total liabilities (EOY): $0
Net assets (EOY): $7,498,538
Employer contributions: $705,738
Participant contributions: $1,194,113
Total income / additions: $3,220,267
Benefits paid: $2,254,610
Administrative expenses: $70,059
Total expenses: $2,324,669
Net increase / (decrease): $895,598

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company$41.9K
RECORDKEEPER · Direct $41.9K · Indirect $0
2
Advus Financial Partners LLC$21.2K
INVESTMENT ADVISOR · Direct $21.2K
3
Empower Advisory Group, LLC$4.1K
INVESTMENT MGMT · Direct $4.1K
4
Hra Holdings LLC Dba Harbor$1K
OTHER · Direct $1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250612101431NAL0028170048001 cover?: It is the 2023 Form 5500 filing for Harbor Retirement Associates, LLC 401(K) Plan, reported by Harbor Retirement Associates, LLC (EIN 04-3585453).
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).