Plan Snapshot
- Plan Sponsor: Harbor Linx, INC.
- Sponsor EIN: 271587216
- Sponsor Address: 2810 HARBOR BAY PARKWAY, ALAMEDA, CA, 94502
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $38.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 166 | $38.5M | $20,779 | $2.2M |
| 2023 | 161 | $35.2M | $0 | $2.1M |
| 2022 | 148 | $29.0M | $29,526 | $2.0M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $60,132 | — | $23,953 | — | — |
| 2023 | $61,287 | — | $42,238 | — | — |
| 2022 | $40,728 | — | $25,709 | — | $15,019 |