Plan Snapshot
- Plan Sponsor: Harbor Electronics, INC.
- Sponsor EIN: 474899457
- Sponsor Address: 4287 TECHNOLOGY DRIVE, FREEMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 127 | $9.7M | $213,652 | $748,684 |
| 2023 | 135 | $10.3M | $82,882 | $787,182 |
| 2022 | 149 | $8.4M | $266,496 | $920,705 |
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 | $28,367 | $20,000 | — | — | — |
| 2023 | $32,723 | $20,000 | — | — | — |
| 2022 | $15,606 | $10,000 | $5,606 | — | — |