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  2. Harmony Point Wealth Advisors

Filings through Oct 24, 2026.

Sponsor portfolio

Harmony Point Wealth Advisors

EIN 92-0400679-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$67K assets
Welfare
0
Participants
3
18872 MACARTHUR BLVD., SUITE 410 - IRVINE, CA 92612949-229-8413
Plans on this EIN
1 filing
#001401(k)-$67K - 3 part

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Retirement#001

HARMONY POINT WEALTH ADVISORS 401(K) PLAN

401(k)

Assets$67K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARMONY POINT WEALTH ADVISORS 401(K) PLAN401(k)$67K32025
Retirement plans
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