Plan Snapshot
- Plan Sponsor: E.J.Harrison & Sons, INC.
- Sponsor EIN: 952492197
- Sponsor Address: P. O. BOX 4009, VENTURA, CA, 930074009
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $43.0M
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 | 246 | $43.0M | $0 | $0 |
| 2023 | 252 | $37.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| PYNE, WALTRIP, DECKER & MCCOY, LLP | Auditor | $131,409 | — | $131,409 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,409
- Estimated Expense Ratio: 0.306% 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 | $131,409 | — | — | $131,409 | — |
| 2023 | $117,439 | — | — | — | — |