Plan Snapshot
- Plan Sponsor: Harbor Retirement Associates, LLC
- Sponsor EIN: 043585453
- Sponsor Address: 958 20TH PLACE 2ND FLOOR, VERO BEACH, FL, 32960
- Plan Type: 401(k)
- Total Participants: 757
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 757 | $7.5M | $629,885 | $1.0M |
| 2023 | 1,416 | $7.5M | $705,738 | $1.2M |
| 2022 | 1,399 | $6.6M | $625,337 | $1.1M |
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 |
|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERKOWITZ POLLACK BRANT — 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 | $90,690 | $35,120 | — | — | — |
| 2023 | $70,059 | $25,328 | — | — | — |
| 2022 | $52,710 | $24,085 | $28,625 | — | — |