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Sponsor portfolio

THE HARBOR SCHOOL

EIN 91-1678808-primary/secondary education-Latest filing 2025
Plans
2
Retirement
2
$628K assets
Welfare
0
Participants
49
PO BOX 1912 - VASHON, WA 980701912206-567-5955harborschool.orgLinkedIn11-50 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$440K - 32 part#002403b-$188K - 17 part

Retirement portfolio analytics

2 plans aggregated / $628K assets / 49 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN - #358479 (#001)70%
  • PLAN - #358480 (#002)30%
Total $628KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN - #358479 (#001)32
  • PLAN - #358480 (#002)17
Total 49Click row to drill in

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 SCHOOL 403(B) DC PLAN - #358479

403b

Assets$440K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

THE HARBOR SCHOOL 403(B) TDA PLAN - #358480

403b

Assets$188K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE HARBOR SCHOOL 403(B) DC PLAN - #358479403b$440K322025
002THE HARBOR SCHOOL 403(B) TDA PLAN - #358480403b$188K172024
Retirement plans
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