Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE HARBOR GROUP OF SOUTH FLORIDA, INC.
EIN 86-2264168Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
5
3101 BAYSHORE DRIVE - FORT LAUDERDALE, FL 33304631-504-5764
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 5 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
THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN
CashBalance
Assets$953K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN
401k
Assets$315K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN | CashBalance | $953K | 2 | 2025 | |
| 002 | THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN | 401k | $315K | 3 | 2025 |
Retirement plans