Harbor Retirement Associates, LLC. Flexible Benefits 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. Flexible Benefits Plan is a benefit plan reported by Harbor Retirement Associates, LLC. under EIN 04-3585453 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,748 participants and not reported in the loaded dataset 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
- 501
- Plan type
- 2
- Location
- Vero Beach, FL
- Latest filing year
- 2023
- Participants
- 1,748
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,748 | — | 20250324134538NAL0025697826001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.