Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC
EIN 26-2172644investment managementLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
6240 SOM CENTER RD., SUITE 120 - SOLON, OH 44139216-292-5700privateharbour.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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#001
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC PROFIT SHARING PLAN
401k
Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PRIVATE HARBOUR INVESTMENT MANAGEMENT % COUNSEL, LLC CASH BALANCE PLAN
CashBalance
Assets$698K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC PROFIT SHARING PLAN | 401k | $1.0M | 2 | 2024 | |
| 002 | PRIVATE HARBOUR INVESTMENT MANAGEMENT % COUNSEL, LLC CASH BALANCE PLAN | CashBalance | $698K | 2 | 2024 |
Retirement plans