Assets by plan
Share of aggregate retirement assets
- INC 401K PLAN (#002)$983K
- INC 401K PLAN (#001)$713K
Filings through .
Harmony Investment Management, I
EIN 20-1939226investment managementLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HARMONY INVESTMENT MANAGEMENT, INC 401K PLAN
401(k)
Assets$983K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HARMONY INVESTMENT MANAGEMENT, INC 401K PLAN
401(k)
Assets$713K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HARMONY INVESTMENT MANAGEMENT, INC 401K PLAN | 401(k) | $983K | 9 | 2025 |
| #001 | HARMONY INVESTMENT MANAGEMENT, INC 401K PLAN | 401(k) | $713K | 9 | 2024 |
- #002 · 401(k) · 20259
- #001 · 401(k) · 20249
Retirement plans