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HARBOR ASSET PRIVATE WEALTH LLC

EIN 86-3878134-financial services-Latest filing 2024
Plans
1
Retirement
1
$255K assets
Welfare
0
Participants
5
40 SIGNAL ROAD, SUITE A - STAMFORD, CT 06902203-742-0101harborassetpw.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$255K - 5 part

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Retirement#001

HARBOR ASSET PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN

401k

Assets$255K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARBOR ASSET PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN401k$255K52024
Retirement plans
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