Plan Snapshot
- Plan Sponsor: Business Interactions LLC Dba Harmony Healthcare It
- Sponsor EIN: 320157950
- Sponsor Address: 3454 DOUGLAS ROAD SUITE 300, SOUTH BEND, IN, 46635
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $8.8M
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 | 168 | $8.8M | $506,717 | $1.3M |
| 2023 | 154 | $7.0M | $448,551 | $1.1M |
| 2022 | 134 | $5.0M | $163,193 | $832,920 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $40,094 | — | — | — | — |
| 2023 | $32,154 | — | — | — | — |
| 2022 | $25,875 | — | — | — | — |