Sponsor portfolio
HARMON FINANCIAL ADVISORS, INC.
EIN 58-2272559Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
11
400 PERIMETER CNTR TERR NE, STE 850 - ATLANTA, GA 30346770-394-5225
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARMON FINANCIAL ADVISORS, INC. PROFIT SHARING PLAN | 401k | $2.0M | 11 | 2025 |
Retirement plans