Plan Snapshot
- Plan Sponsor: Harbor Financial Management, LLC
- Sponsor EIN: 201047151
- Sponsor Address: 40 NORTH COUNTRY ROAD, PORT JEFFERSON, NY, 11777
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $2.5M | $39,309 | $24,862 |
| 2023 | 10 | $2.3M | $45,438 | $29,901 |
| 2022 | 10 | $2.0M | $37,332 | $43,520 |