Sponsor portfolio

COLD HARBOR FINANCIAL SERVICES, INC.

EIN 54-1950627financial servicesLatest filing 2025

Plans

Retirement

$1.8M assets

Welfare

Participants

8052 ELM DRIVE, SUITE J-1 - MECHANICSVILLE, VA 23111804-559-7808coldharborfinancial.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401k-$1.8M - 2 part

Plan deep-dives

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Retirement#001

COLD HARBOR FINANCIAL SERVICES 401(K) RETIREMENT PLAN

401k

Assets$1.8M

Participants2

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	COLD HARBOR FINANCIAL SERVICES 401(K) RETIREMENT PLAN	401k	$1.8M	2	2025

Retirement plans