# Harbinger Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/harbinger-group-llc-401k-plan

> Harbinger Group, LLC's 401(k) plan: 437 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAMBRIDGE INVESTMENT ADVISOR|NONE|$51,776|—|$51,776|

| ASCENSUS LLC|NONE|$8,251|$31|$8,282|

| 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](https://planprovider.pro/provider/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:** $60,058

- **Estimated Expense Ratio:** 0.693% 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|$60,027|$51,776|$8,251|—|—|

| 2023|$49,741|$42,917|$6,824|—|—|

| 2022|$60,958|$46,788|$14,170|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/harbinger-group-llc-401k-plan)

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