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Sponsor portfolio

HARBOR INDUSTRIES, INC.

EIN 38-0591933-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$16.8M assets
Welfare
1
$133K premiums
Participants
525
14130 172ND AVE. - GRAND HAVEN, MI 49417616-842-5330
Plans on this EIN
3 filings
#004401k-$14.6M - 234 part#002TraditionalDB-$2.2M - 86 part#501Mixed-$133K - 325 lives

Retirement portfolio analytics

2 plans aggregated / $16.8M assets / 320 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • INDUSTRIES, INC. 401(K) (#004)87%
  • INDUSTRIES, INC. PENSION (#002)13%
Total $16.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • MACATAWA BANK87%
  • (Not disclosed)13%
Total $16.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INDUSTRIES, INC. 401(K) (#004)234
  • INDUSTRIES, INC. PENSION (#002)86
Total 320Click row to drill in

Benefits portfolio analytics

1 plan / $133K premiums / 325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$119K
  • Long-term disability$119K
  • Other$119K
  • Vision$13K
Total $133K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY90%
  • EYEMED VISION CARE10%
Total $133K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • LIGHTHOUSE GROUP96%
  • GCG FINANCIAL LLC4%
Total $27K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

HARBOR INDUSTRIES, INC. 401(K) PLAN

401k

Assets$14.6M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HARBOR INDUSTRIES, INC. PENSION PLAN

TraditionalDB

Assets$2.2M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARBOR INDUSTRIES, INC EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$133K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004HARBOR INDUSTRIES, INC. 401(K) PLAN401k$14.6M2342024
002HARBOR INDUSTRIES, INC. PENSION PLANTraditionalDB$2.2M862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARBOR INDUSTRIES, INC EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$133K3252025
Retirement plans
Welfare plans
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