# Harbor Capital Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/harbor-capital-advisors-inc-561223381-001

> Harbor Capital Advisors, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harbor Capital Advisors, INC.

- **Sponsor EIN:** 561223381

- **Sponsor Address:** 111 S. WACKER DR., FLR 34, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $921.9M

## 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.|

| 2024|0|$921.9M|$0|$0|

| 2023|0|$991.7M|$0|$0|

| 2022|0|$1.3B|$0|$0|

## 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|

| PACIFIC INVESTMENT MANAGEMENT CO|Other Service Provider|$1,243,240|—|$1,243,240|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$665,000|—|$665,000|

| CALLAN|Other Service Provider|$112,500|—|$112,500|

| ACADIAN ASSET MANAGEMENT LLC|Other Service Provider|$110,562|—|$110,562|

| NEWSOUTH CAPITAL MGMT INC|Other Service Provider|$64,476|—|$64,476|

| WESTFIELD CAPITAL MANAGEMENT CO L.P|Other Service Provider|$62,492|—|$62,492|

| ARISTOTLE CAPITAL MANAGEMENT LLC|Other Service Provider|$52,336|—|$52,336|

| JENNISON ASSOCIATES LLC|Recordkeeper|$50,577|—|$50,577|

| EASTERLY INVESTMENT PARTNERS LLC|Other Service Provider|$48,727|—|$48,727|

| EARNEST PARTNERS LLC|Other Service Provider|$37,899|—|$37,899|

| MARATHON ASSET MANAGEMENT LLC|Other Service Provider|$34,793|—|$34,793|

| C WORLDWIDE ASSET MANAGEMENT|Other Service Provider|$27,275|—|$27,275|

| BAILLIE GIFFORD OVERSEAS LTD.|Other Service Provider|$14,848|—|$14,848|

| COPELAND CAPITAL MANAGEMENT, LLC|Other Service Provider|$8,349|—|$8,349|

| DELOITTE TAX LLP|Other Service Provider|$5,940|—|$5,940|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,539,014

- **Estimated Expense Ratio:** 0.275% 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|$3,290,480|$2,519,535|—|—|—|

| 2023|$1,495,485|$1,495,485|—|—|—|

| 2022|$4,211,568|$3,382,498|—|—|$156,190|

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