# Harbor Business Compliance Corporation Dba Harbor Compliance Health & Welfare Plan
Source: https://planprovider.pro/companies/harbor-business-compliance-corporation-dba-harbor-compliance-455533823-501

> Harbor Business Compliance Corporation Dba Harbor Compliance's Health & Welfare plan: 122 participants, plan year 2025 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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