Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
HARMONY INVESTMENT MANAGEMENT, I
EIN 20-1939226investment managementLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
18
5130 ASHLAND CITY HYWY - NASHVILLE, TN 37218615-829-7200harmonyim.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HARMONY INVESTMENT MANAGEMENT, INC 401K PLAN
401k
Assets$983K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HARMONY INVESTMENT MANAGEMENT, INC 401K PLAN
401k
Assets$713K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARMONY INVESTMENT MANAGEMENT, INC 401K PLAN | 401k | $983K | 9 | 2025 | |
| 001 | HARMONY INVESTMENT MANAGEMENT, INC 401K PLAN | 401k | $713K | 9 | 2024 |
Retirement plans