Plan Snapshot
- Plan Sponsor: Harbar, LLC
- Sponsor EIN: 203788522
- Sponsor Address: 320 TURNPIKE STREET, CANTON, MA, 02021
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $3.3M
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 | 205 | $3.3M | $141,737 | $230,171 |
| 2023 | 183 | $2.8M | $107,650 | $189,732 |
| 2022 | 162 | $2.5M | $114,380 | $221,065 |
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 |
|---|---|---|---|---|
| WALTER SHUFFAIN, P.C. | Auditor | — | — | $0 |
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 | $266,346 | — | $17,884 | — | — |
| 2023 | $505,675 | — | $16,214 | — | — |
| 2022 | $15,105 | $1,510 | — | — | — |