# Autumn Harp, INC. 401(k) Plan
Source: https://planprovider.pro/companies/autumn-harp-inc-401k-plan

> Autumn Harp, INC.&#39;s 401(k) plan: 257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Autumn Harp, INC.

- **Sponsor EIN:** 030284189

- **Sponsor Address:** 26 THOMPSON DRIVE, ESSEX JUNCTION, VT, 05452

- **Plan Type:** 401(k)

- **Total Participants:** 257

- **Total Assets:** $15.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|257|$15.7M|$367,388|$1.0M|

| 2023|231|$15.4M|$316,358|$924,897|

| 2022|233|$12.9M|$310,954|$938,591|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CETERA ADVISOR NETWORKS LLC|RIA|$9,000|—|$9,000|

| GALLAGHER FLYNN & COMPANY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,000

- **Estimated Expense Ratio:** 0.057% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$80,714|$9,000|$59,864|—|—|

| 2023|$72,989|$9,000|$53,136|—|—|

| 2022|$67,171|$9,000|$49,471|—|$8,700|

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