# Harborone Mortgage LLC DC Plan
Source: https://planprovider.pro/companies/harborone-mortgage-llc-plan-001

> Harborone Mortgage LLC's DC plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harborone Mortgage LLC

- **Sponsor EIN:** 042802284

- **Sponsor Address:** 650 ELM STREET STE 600, MANCHESTER, NH, 03101

- **Plan Type:** DC

- **Total Participants:** 128

- **Total Assets:** $20.4M

## 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|128|$20.4M|$54,188|$1.1M|

| 2023|128|$20.6M|$156,339|$1.1M|

| 2022|169|$18.4M|$206,909|$1.6M|

## 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|

| GRAY, GRAY & GRAY|Auditor|$6,631|—|$6,631|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,631

- **Estimated Expense Ratio:** 0.033% 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|$47,053|$21,555|$18,867|$6,631|—|

| 2023|$66,576|$20,000|$20,576|$26,000|—|

| 2022|$70,440|$21,067|$24,873|—|$24,500|

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