Harbor Retirement Associates, LLC 401(K) Plan — Form 5500 plan (Harbor Retirement Associates, LLC)
Plain-English plan 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, Harbor Retirement Associates, LLC 401(K) Plan is a benefit plan reported by Harbor Retirement Associates, LLC under EIN 04-3585453 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,554 participants and $7,498,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harbor Retirement Associates, LLC
- EIN
- 04-3585453
- Plan number
- 001
- Plan type
- 2
- Location
- Vero Beach, FL
- Latest filing year
- 2023
- Participants
- 1,554
- End-of-year plan assets
- $7,498,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,554 | H, C | 20250612101431NAL0028170048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,498,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,498,538
- Net assets (BOY)
- $6,602,940
Income & contributions
- Employer contributions
- $705,738
- Participant contributions
- $1,194,113
- Total contributions
- $2,208,675
- Total income / additions
- $3,220,267
Expenses & distributions
- Benefits paid
- $2,254,610
- Administrative expenses
- $70,059
- Total expenses
- $2,324,669
- Net increase / (decrease)
- $895,598
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,931 | $0 | 2023 |
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $21,213 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,115 | not reported in the loaded dataset | 2023 |
| Hra Holdings LLC Dba Harbor | OTHER | $1,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harbor Retirement Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Vero Beach, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Advus Financial Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Hra Holdings LLC Dba Harbor — Schedule C compensation