Sponsor portfolio
HARVARD INVESTMENTS, INC.
EIN 86-0448708Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$17.1M assets
Welfare
0
Participants
32
17700 N. PACESETTER WAY - SCOTTSDALE, AZ 85255480-348-1118
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 | |
|---|---|---|---|---|---|---|
| 002 | HARVARD INVESTMENTS, INC. 401 (K) PLAN | 401k | $17.1M | 32 | 2025 |
Retirement plans