Harbor Investment Advisory, LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Harbor Investment Advisory, LLC is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $698,799 and reported indirect compensation totals $53,662.

Reported compensation summary

Reported direct compensation
$698,799
Reported indirect compensation
$53,662
Total reported compensation
$752,461
Filings
13
Plan sponsors
13
Plans
13
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Harbor Investment Advisory, LLC
SponsorStatePlansReported compensation
Hunt Valley Holdings LLCMD1$180,000
Mariner Health CareGA1$102,000
Human Resources, Inc.MD1$89,910
Avi-Spl LLCFL1$70,000
R.E. Michel Company, LLCMD1$60,000
Blue Ridge Beverage Company, Inc.VA1$59,972
Diamond Comic Distributors, Inc.MD1$45,683
Cybercore Technologies, LLCMD1$32,000
Mhh Holdings Iii, LLCAZ1$29,662
Us Lacrosse, Inc.MD1$26,000

State footprint

Plans reporting Harbor Investment Advisory, LLC are sponsored in MD (9), AZ (1), FL (1), GA (1), VA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Hunt Valley Holdings LLCFundamental Retirement Savings Plan2023$180,000not reported in the loaded dataset
Mariner Health CareMariner Savings Plan2023$102,000not reported in the loaded dataset
Human Resources, Inc.Human Resources, Inc. Retirement Savings Plan2023$89,910not reported in the loaded dataset
Avi-Spl LLCAvi-Spl 401(K) Plan2023$70,000not reported in the loaded dataset
R.E. Michel Company, LLCR.E. Michel Company, LLC 401(K) Profit Sharing And Savings Plan2023$60,000$0
Blue Ridge Beverage Company, Inc.Blue Ridge Beverage Company, Inc. Profit Sharing Plan2023$59,972not reported in the loaded dataset
Diamond Comic Distributors, Inc.Diamond Employee Savings And 401(K) Plan Profit Sharing Plan And Trust2023$45,683not reported in the loaded dataset
Cybercore Technologies, LLCCybercore Technologies, LLC 401(K) Retirement Plan2023$32,000not reported in the loaded dataset
Mhh Holdings Iii, LLCMga Home Healthcare 401(K) Plan2023$0$29,662
Us Lacrosse, Inc.Usa Lacrosse 403(B) Retirement Plan2023$26,000not reported in the loaded dataset
Mclean Contracting CompanyMclean Contracting Company 401(K) Retirement Plan2023$25,666not reported in the loaded dataset
American Gastroenterological AssociationAga Institute Retirement Plan2023$0$24,000
Brinton Woods Health Care Center, LLCBrinton Woods 401(K) Profit Sharing Plan2023$7,568not reported in the loaded dataset

Related Form 5500 pages