Plan Snapshot
- Plan Sponsor: Harbinger Group, LLC
- Sponsor EIN: 273336423
- Sponsor Address: 33155 GLORIA ROAD, GONZALES, CA, 93926
- Plan Type: 401(k)
- Total Participants: 437
- Total Assets: $8.7M
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 | 437 | $8.7M | $243,860 | $379,678 |
| 2023 | 540 | $8.6M | $302,929 | $413,710 |
| 2022 | 577 | $7.7M | $328,674 | $544,444 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY 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 | $60,027 | $51,776 | $8,251 | — | — |
| 2023 | $49,741 | $42,917 | $6,824 | — | — |
| 2022 | $60,958 | $46,788 | $14,170 | — | — |