Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HARMONIE MEDICAL
EIN 27-0904127Latest filing 2025
Plans
3
Retirement
2
$2.3M assets
Welfare
1
Participants
57
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 52 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
HARMONIE MEDICAL 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HARMONIE MEDICAL CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
HARMONIE MEDICAL GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARMONIE MEDICAL 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 30 | 2024 | |
| 002 | HARMONIE MEDICAL CASH BALANCE PLAN | CashBalance | $1.1M | 22 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARMONIE MEDICAL GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans