Plan Snapshot
- Plan Sponsor: Harbor Foods Group INC.
- Sponsor EIN: 841742258
- Sponsor Address: 3901 HOGUM BAY RD NE, LACEY, WA, 98516
- Plan Type: 401(k)
- Total Participants: 981
- Total Assets: $77.0M
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 | 981 | $77.0M | $2.3M | $5.5M |
| 2023 | 768 | $56.3M | $1.7M | $4.2M |
| 2022 | 857 | $44.2M | $1.5M | $3.9M |
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 |
|---|---|---|---|---|
| KILEY JUERGENS WEALTH MGMT LLC | ADVISOR | $153,760 | — | $153,760 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $101,685 | — | $101,685 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- 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: $255,445
- Estimated Expense Ratio: 0.332% 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 | $255,445 | $153,760 | — | — | — |
| 2023 | $187,294 | $116,974 | — | — | — |
| 2022 | $195,234 | — | — | — | — |