Plan Snapshot
- Plan Sponsor: Harbor Business Compliance Corporation Dba Harbor Compliance
- Sponsor EIN: 455533823
- Sponsor Address: 1830 COLONIAL VILLAGE LANE, LANCASTER, PA, 17601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 122
- Total Assets: $583,158
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 122 | $583,158 | $0 | $0 |
| 2024 | 100 | $211,024 | $459,764 | $501,064 |
| 2023 | 82 | $29,213 | $529,976 | $211,548 |
| 2022 | 77 | $0 | $440,367 | $212,246 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $96,692 | — | $96,692 |
| ENGLE-HAMBRIGHT & DAVIES, INC. (EHD | Investment Advisor | $51,639 | — | $51,639 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,331
- Estimated Expense Ratio: 25.436% 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 |
|---|---|---|---|---|---|
| 2025 | $1,251,949 | — | — | — | — |
| 2024 | $666,764 | — | — | — | — |
| 2023 | $842,946 | — | — | — | — |
| 2022 | $666,367 | — | — | — | — |