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  2. Harbor Financial Group, LLC

Filings through Oct 24, 2026.

Harbor Financial Group, LLC

EIN 20-5071385-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Health & Benefits
0
Participants
5
171 CHURCH STREET, SUITE 210 - CHARLESTON, SC 29401843-720-8868harborfinancialgroupsc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.7M - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HARBOR FINANCIAL GROUP RETIREMENT PLAN

401(k)

Assets$1.7M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HARBOR FINANCIAL GROUP RETIREMENT PLAN401(k)$1.7M52025
  • HARBOR FINANCIAL GROUP RETIREMENT PLAN$1.7M
    #001 · 401(k) · 20255
Retirement plans
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