# Harbor Group Management Co. 401(k) Plan
Source: https://planprovider.pro/companies/harbor-group-management-co-401k-plan

> Harbor Group Management Co.'s 401(k) plan: 1,382 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harbor Group Management Co.

- **Sponsor EIN:** 541329081

- **Sponsor Address:** 999 WATERSIDE DRIVE, NORFOLK, VA, 23510

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

- **Total Participants:** 1,382

- **Total Assets:** $54.9M

## 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|1,382|$54.9M|$2.0M|$5.8M|

| 2023|1,281|$45.3M|$2.2M|$5.5M|

| 2022|1,323|$34.4M|$1.6M|$4.6M|

## 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|

| CHERRY BEKAERT, LLP|Auditor|—|—|$0|

## 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|$346,149|$107,330|$238,819|—|—|

| 2023|$332,632|$77,113|$157,834|$6,750|—|

| 2022|$209,225|$15,264|$193,961|—|—|

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